Laurie Faille, CFP®

Principal, Private Client Advisor

Ms. Faille is a private client advisor in our Wellesley, Massachusetts office. Working closely with our investment advisors, Laurie helps clients navigate their complex financial lives. Laurie utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. She also coordinates with her clients’ family members, outside advisors and with other members of their professional team. Ms. Faille has been a CERTIFIED FINANCIAL PLANNER™ professional since 2010 and has more than 15 years of experience in the profession.

Prior to joining F.L.Putnam, Laurie was a financial planner at various registered investment advisor firms in Boston and the metro west area. These include Proctor Financial where she was a financial planner and Seaward Management where she worked as an associate.

Laurie enjoys an active outdoor lifestyle and is a member of the Appalachian Mountain Club. She enjoys hiking, rock climbing, telemark skiing, and cycling. She lives in Holden with her significant other, Gerry, their dog Bogart and cat Pixel. She is also a photographer in her spare time.

Joined F.L.Putnam in 2018

Education

BA Journalism, University of Massachusetts

Distinctions

Certified Financial Planner™