Laurie Adams Belew, MBA, MS, CFP (R) in

Laurie Adams Belew, MBA, MS, CFP (R)

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Partner at Cerity Partners
📍 Midland, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
17 Years
Current Role
Partner
Location
Midland, Texas, United States
Personality Overview

How Laurie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Laurie cares about

Strategic Priorities
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Career

Work history

6-2022
Partner
Cerity Partners
8-2006 - 5-2022
Partner, COO, and Senior Financial Planner
FJY Financial, LLC
1-2014 - 12-2016
NexGen Chair
Financial Planning Association (FPA)
1-2013 - 6-2014
Board of Directors
Financial Planning Association - National Capital Area
7-2002 - 7-2004
Senior Consultant
Lucidity Consulting Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2006
MBA/MS
Texas Tech University
1997 - 2001
BBA/BA
Southern Methodist University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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