The Team

Laveer Wealth Management

Laveer means “to sail against the wind”, which emulates our purpose of helping our clients as they navigate the potential"head winds" of life. We are committed to serving clients with avivid clarity of purpose. Our team's mission is to help clients meet four veryspecific objectives which are to: accumulate, protect, enjoy and transfer their wealth.

Our Staff

Connie Kittrell

Connie Kittrell

Paraplanner

More about me...

Qualifications

  • Fifteen years experience in financial services industry
  • FINRA Series 7 and Series 66 licensed
  • MS State Life, Health, Accident and Variable Products licensed
  • Bachelor of Science, Finance and Economics, William Carey University - 1997

Roles & Responsibilities

  • Connie has been with Ameriprise and Elsbeth H. Welch since November 2003. She plays a vital role in multiple practice operations in her responsibilities as a licensed paraplanner.
  • Connie is in charge of financial plan development, securities trading and general account transactions, client correspondence, licensing and compliance maintenance, and information technology.
  • She also provides support with appointment and application preparation and follow up, advisor website and newsletter maintenance, and marketing.
Shay Malpass

Shay Malpass

Administrative Assistant