Laveer Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


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Laveer Wealth Management: An Ameriprise advisory practice serving the North, SC area.
Laveer Wealth Management: An Ameriprise advisory practice serving the North, SC area.

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Advisors

Timothy Bruce Crain, Financial Advisor serving the North, SC area - Ameriprise Advisors

Timothy Bruce Crain

CFP®, BFA, CRPC, AAMS, CLTC®

Financial Advisor

Managing Partner of Laveer Wealth Management
Visit Timothy Bruce Crain's website
Kevin Murphy, Private Wealth Advisor serving the North, SC area - Ameriprise Advisors

Kevin Murphy

CFP®

Private Wealth Advisor

Managing Partner of Laveer Wealth Management
Visit Kevin Murphy's website
Christopher Murphy, Financial Advisor serving the North, SC area - Ameriprise Advisors

Christopher Murphy

BFA, CRPC, APMA

Financial Advisor

Visit Christopher Murphy's website
Tanner Murphy, Financial Advisor serving the North, SC area - Ameriprise Advisors

Tanner Murphy

CFA®, CFP®, CRPC, CLTC®

Financial Advisor

Visit Tanner Murphy's website
Susan Proaps, Private Wealth Advisor serving the North, SC area - Ameriprise Advisors

Susan Proaps

CRPC

Private Wealth Advisor

Visit Susan Proaps's website
Jennifer Floyd, Financial Advisor serving the North, SC area - Ameriprise Advisors

Jennifer Floyd

CRPC

Financial Advisor

Visit Jennifer Floyd's website
Sharon Martin, Associate Financial Advisor serving the North, SC area - Ameriprise Advisors

Sharon Martin

Associate Financial Advisor

Visit Sharon Martin's website
Connie Kittrell, Associate Financial Advisor serving the North, SC area - Ameriprise Advisors

Connie Kittrell

Associate Financial Advisor

Visit Connie Kittrell's website
Mindy Hedgepeth Smith, Associate Financial Advisor serving the North, SC area - Ameriprise Advisors

Mindy Hedgepeth Smith

Associate Financial Advisor

Visit Mindy Hedgepeth Smith's website

Team

Amy Crain

Amy Crain

Operations Specialist

Alex Crain

Alex Crain

Operations Specialist

Virginia Gleaton

Virginia Gleaton

Client Service Coordinator

Linda Abee

Linda Abee

Client Service Specialist

Jamey Scott

Jamey Scott

Office Manager

Qualifications

  • LA Health & Life Insurance License
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Nathalia Murphy

Nathalia Murphy

Operations Specialist

Kristi Wagner

Kristi Wagner

Paraplanner

Qualifications

  • LA Life & Health Insurance License
  • Series 7 License
  • LA Notary Public
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Kyler Burns

Kyler Burns

Financial Planning Assistant

Qualifications

  • Bachelor's in business administration with a concentration in Management
  • Northwestern State University
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Kathy Bryant

Kathy Bryant

Client Service Specialist

Jeffrey Wiener

Jeffrey Wiener

Client Relationship Manager

Madisen Edstrom

Madisen Edstrom

Client Service Specialist

Qualifications

  • Bachelors in Apparel Marketing & Minor in Business
  • Kansas State University
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Michala Boudreau

Michala Boudreau

Client Service Specialist

Aria Brown

Aria Brown

Client Service Specialist

Lisa Black

Lisa Black

Client Service Specialist

Kendall Wilson

Kendall Wilson

Client Service Specialist

William Bradford

William Bradford

Intern