Laura Evans
Client Services Manager
Salt Lake City
Laura has over 22 years of experience in the financial services industry. Laura is the Client Services Manager for Fortress Asset Management and works directly with clients to assist with all account servicing needs including deposits and withdrawals, new client onboarding, and tax reporting.
Laura began her career with Morgan Stanley in January of 2000. She worked at Morgan Stanley for over 6 years. During that time, she completed the examination process for the Series 7 and 66 licenses and worked as Registered Client Service Associate and Operations Manager. After leaving Morgan Stanley, Laura continued her career at Merrill Lynch where she worked for 8 years, serving as Registered Client Service Associate and Resident Director’s Assistant.
Laura made the move to the RIA business in 2014 when she joined Yellowstone Partners. The ability to work for a smaller company with more opportunities to grow drew her in. She worked with Yellowstone Partners for over 3 years as the Client Services Manager before joining Fortress Asset Management.
Laura is detail oriented and enjoys creating organization and processes to accomplish her job. She enjoys problem solving for clients and learning new things. Laura’s favorite thing about her job is the personal relationships she is able to build with each client.
Laura and her husband, Justin, currently live in Herriman, UT.