Laura, Senior Investment Analyst at True Compass Advisors in Southbury, Connecticut

Laura Maguire

Senior Investment Analyst True Compass Advisors, Southbury, Connecticut

A financial services professional whose focus on investment monitoring, analysis, and responsive support reflects a career-long commitment to excellent client service.

Schedule a Call Call 860-955-3535

Senior AnalystInvestment monitoring & analysis

Series 7, 63, & 65FINRA registrations through LPL Financial

22+ YearsWorking in Southbury, CT

Client-FirstService has always been the priority

ConnecticutRooted in the local community

Get To Know Laura

Laura has joined True Compass Advisors as Senior Investment Analyst, a role dedicated to the analysis and monitoring that keeps client portfolios on track.

As Senior Investment Analyst, Laura primarily focuses on advisory account and investment monitoring, investment analysis, model maintenance, trade processing, and general client service issues. All of these responsibilities support her commitment to delivering excellent client service, which has always been her priority.

Laura has worked in the financial services industry for most of her life, beginning at People's Bank, where she started as a Teller and worked her way up through the ranks to become an Assistant Branch Manager. After transitioning to investment services, she worked for People's Securities, as well as Ameriprise Financial and another Linsco Private Ledger practice, before joining a firm in Southbury. She worked there for 22 years, continuing her education and expanding her knowledge and responsibilities so she could take on the role of Servicing Advisor before joining Jared and the rest of the team at True Compass Advisors.

Connecticut has always been home for Laura, where she enjoys hiking, camping, kayaking, and bicycling all over this beautiful state. She feels privileged to live with her family here in Southbury.

What Laura Focuses On

As Senior Investment Analyst, Laura supports the True Compass team behind the scenes, so client portfolios stay monitored, models stay current, and service stays responsive.

Investment Monitoring

Keeping a close watch on advisory accounts and investments so portfolios stay aligned with each client's plan.

Investment Analysis

Reviewing and analyzing investments to support informed, thoughtful decisions for client portfolios.

Model Maintenance

Maintaining investment models so strategies stay current, consistent, and ready to put to work.

Trade Processing

Handling trade processing accurately and efficiently to keep account activity running smoothly.

Client Service Support

Helping resolve general client service issues with the care and attention that has always been her priority.

Team Coordination

Working alongside Jared and the rest of the team to support a seamless, well-coordinated client experience.

Areas We Serve

Based in Southbury, Connecticut, Laura and the True Compass Advisors team support clients throughout the Naugatuck Valley, greater Connecticut, and nationally. Through secure virtual service by video and phone, families anywhere in the United States receive the same client-first attention, wherever they are.

Southbury

The True Compass home base, where families and professionals seek clear, coordinated planning for their financial futures.

Woodbury

A close-knit Litchfield County community where households plan for retirement, education, and long-term goals.

Middlebury

An established New Haven County town whose families value thoughtful, personalized financial guidance.

Newtown

A growing Fairfield County community of families building toward retirement and their children's education.

Danbury

A vibrant western Connecticut city where households seek accessible, meaningful financial support.

Naugatuck

A community of everyday families for whom True Compass makes financial planning approachable and clear.

Cheshire

An established town whose families plan across generations for education, retirement, and legacy.

Oxford

A growing New Haven County town where professionals and families lay the groundwork for long-term security.

Nationwide (Virtual)

Families across the country who prefer secure video and phone service receive the same personal attention.

Have questions? Let's talk.

Whatever stage you are at, the True Compass team is happy to answer your questions. Schedule a no-obligation initial assessment, or reach out directly. No pressure, no obligation.

Schedule a Call

Prefer to talk now? Call 860-955-3535 or email [NEEDED: Laura email]

Frequently Asked Questions

Who is Laura at True Compass Advisors?

Laura is the Senior Investment Analyst at True Compass Advisors in Southbury, Connecticut. She focuses on advisory account and investment monitoring, investment analysis, model maintenance, trade processing, and general client service, all in support of her long-standing commitment to excellent client service.

What does a Senior Investment Analyst do?

In her role, Laura primarily focuses on advisory account and investment monitoring, investment analysis, model maintenance, trade processing, and general client service issues. These responsibilities work behind the scenes to keep client portfolios monitored, investment models current, and the overall client experience running smoothly.

What is Laura's background in financial services?

Laura has worked in financial services for most of her life. She began at People's Bank as a Teller and rose to Assistant Branch Manager, then moved into investment services with People's Securities, Ameriprise Financial, and a Linsco Private Ledger practice. She spent 22 years at a Southbury firm, eventually serving as a Servicing Advisor before joining True Compass Advisors.

Where is Laura located and what areas does the team serve?

Laura works from the True Compass Advisors office at 900 Main Street South, Building 2, Suite 200, Southbury, CT 06488. She and the team serve clients throughout the Naugatuck Valley and greater Connecticut, including Woodbury, Middlebury, Newtown, and Danbury, and work with families nationwide through secure virtual service.

What does Laura enjoy outside of work?

Connecticut has always been home for Laura, and she enjoys exploring the state through hiking, camping, kayaking, and bicycling. She feels privileged to live with her family in Southbury, the same community where she supports clients at True Compass Advisors.

How do I schedule a meeting with the True Compass team?

You can schedule a no-obligation initial assessment through the contact page at truecompassadvisors.com/contact, or call the office directly at 860-955-3535. When you reach out, you will speak directly with the team, not a machine, and the first conversation is a no-pressure look at how True Compass can help.