Laura Olney serves as a Wealth Management Associate at YellowWood Wealth Solutions, where she acts as a main point of contact for clients, ensuring they feel supported, connected, and confident throughout their financial journey. Her approach is proactive and relationship-focused, working closely with clients to help them achieve their financial goals.
Laura holds the CERTIFIED FINANCIAL PLANNER® designation and brings several years of experience in financial services. She began her career at Charles Schwab, where she developed her expertise and immersed herself in the industry. During her time there, she worked directly with clients to build meaningful relationships, create comprehensive financial plans, and guide them toward achieving their goals. A graduate of Purdue University with a degree in Finance, Laura relocated to Charlotte in 2022 and quickly embraced the city and its vibrant community. She has since built strong personal and professional connections throughout the area.
What drew Laura to financial planning—and what continues to drive her passion today—is the opportunity to build meaningful, long-term relationships with clients. She believes financial planning is about understanding the bigger picture: each client’s life, values, goals, and priorities. Laura specializes in helping people connect their financial decisions to the life they want to build, making the process feel approachable and collaborative. At YellowWood, Laura combines her client-centered philosophy with a team-based approach, ensuring clients benefit from the support and expertise of the entire firm.
Originally from the Chicago suburbs, Laura is an avid explorer of Charlotte’s restaurant and brewery scene. She stays active through a variety of pursuits including walking the greenway, pickleball, golf, and hiking. Travel is another passion—some of her favorite destinations include Iceland, Spain, and Scotland. Laura also cherishes time spent with friends and family, many of whom have relocated from Illinois to Georgia.
