Laura F Sonderman, CFP®
Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(216) 360-4940(216) 360-4940
Swan Group at Morgan Stanley
Direct:
(216) 360-4902(216) 360-4902
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
31099 Chagrin Blvd., 3rd
Fl
Pepper Pike, OH 44124
US
Direct:
(216) 360-4902(216) 360-4902
Meet Swan Group
Emily Brady
Client Service Associate
Phone:
(216) 292-9048(216) 292-9048
Andrea Brnada
Client Service Associate
Phone:
(216) 292-9042(216) 292-9042
About Laura F Sonderman
Laura Sonderman, a Senior Portfolio Manager, a professional and experienced Financial Advisor with Morgan Stanley, and predecessor firms, since 1995, has built and expanded her business through dedicated service as a Financial Advisor to her clients. She has also held the role of Consulting Group Analyst for Smith Barney’s Consulting Group, delivering professionally managed investment strategies to institutional investors and private clients.
As a skilled investment professional, she offers comprehensive wealth management services to private and institutional investors in the areas of financial planning, risk management, investment management, estate and tax planning strategies, and retirement planning. Laura joined the firm in 1995, she plans and implements wealth management strategies designed to help clients build, preserve and transfer wealth.
Laura is Series 7 licensed as Registered Representative in General Securities, Series 63 licensed as Uniform Securities Agent, and Series 65 licensed as Uniform Investment Adviser by the North American Securities Administrators Association (NASAA). She is also Life, Accident and Health Insurance licensed in the state of Ohio. Laura has earned an A.A.S. degree in Accounting from York Technical Institute and a B.A.S. degree in Business Administration from Waldorf University.
Laura is a member of the Estate Planning Council of Cleveland and volunteers in her free time as a board member for Orange Lions Athletic Booster Club, Treasurer for Orange Patronaires, and as a member of The Children’s Guild, a non-profit organization whose purpose is to promote child welfare. She lives in Orange Village and works out of the Pepper Pike, Ohio office of Morgan Stanley.
As a skilled investment professional, she offers comprehensive wealth management services to private and institutional investors in the areas of financial planning, risk management, investment management, estate and tax planning strategies, and retirement planning. Laura joined the firm in 1995, she plans and implements wealth management strategies designed to help clients build, preserve and transfer wealth.
Laura is Series 7 licensed as Registered Representative in General Securities, Series 63 licensed as Uniform Securities Agent, and Series 65 licensed as Uniform Investment Adviser by the North American Securities Administrators Association (NASAA). She is also Life, Accident and Health Insurance licensed in the state of Ohio. Laura has earned an A.A.S. degree in Accounting from York Technical Institute and a B.A.S. degree in Business Administration from Waldorf University.
Laura is a member of the Estate Planning Council of Cleveland and volunteers in her free time as a board member for Orange Lions Athletic Booster Club, Treasurer for Orange Patronaires, and as a member of The Children’s Guild, a non-profit organization whose purpose is to promote child welfare. She lives in Orange Village and works out of the Pepper Pike, Ohio office of Morgan Stanley.
Securities Agent: NC, SC, NV, NJ, MI, IN, IL, TX, PA, OH, MD, CA, WA, NY, LA, GA, FL, DC, VA, ME, VT, MA, CO, OR, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1475790
NMLS#: 1475790
About Emily Brady
Emily joined Morgan Stanley at the start of 2023. Emily graduated with a Bachelor of Arts degree from the University of Dayton in 2019. She has prior experience in the real estate industry with a focus in project management and customer service. Emily is devoted to creating a positive environment and strives to ensure that the needs of clients and financial advisors are met.
She currently resides in Shaker Heights, Ohio with her cat Winnie and enjoys evenings spent walking through the local park, staying active and Sunday dinners with her family.
She currently resides in Shaker Heights, Ohio with her cat Winnie and enjoys evenings spent walking through the local park, staying active and Sunday dinners with her family.
About Andrea Brnada
Andrea joins us from Progressive, where she focused on reviewing and processing salvaged legal documents. She brings with her valuable experience from both the banking and investment industries, where she assisted clients, managed transactions, and built lasting relationships. Andrea is passionate about this field and is eager to contribute to our team's success.
On a personal note, Andrea is a proud Croatian citizen and has lived in the U.S. for the past 25 years, with prior time spent in Germany.
She currently resides in Wickliffe with her husband, Dejan, and their cat, Milo. In her free time, Andrea enjoys traveling, discovering new coffee shops, and spending quality time with family and friends.
On a personal note, Andrea is a proud Croatian citizen and has lived in the U.S. for the past 25 years, with prior time spent in Germany.
She currently resides in Wickliffe with her husband, Dejan, and their cat, Milo. In her free time, Andrea enjoys traveling, discovering new coffee shops, and spending quality time with family and friends.
Contact Laura F Sonderman
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Swan Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
