- info@laurasuetoms.com
- +1 (331) 472-9047
- Mon - Fri: 9:00 am - 06.00pm / Closed on Weekends
At Laura Sue Toms Financial, we understand that life’s pivotal moments often call for flexible access to capital. Our Equity-Backed Financing solutions offer a strategic approach, allowing you to leverage your existing eligible investment portfolio – such as stocks, mutual funds, and other marketable securities held at Wells Fargo Advisors Financial Network, LLC – to potentially secure financing without having to liquidate your valuable assets. This intelligent strategy can provide essential liquidity while allowing your investments to potentially continue working for you.
Equity-Backed Financing involves using your eligible investment portfolio as collateral for a loan or a line of credit, typically offered through an affiliate of Wells Fargo Advisors. Instead of selling your assets to access cash, you may be able to borrow against their value. This approach is distinct from traditional loans, which often require different forms of collateral or are unsecured, offering a unique avenue for strategic liquidity.
While Equity-Backed Financing offers significant advantages, it requires careful consideration and expert guidance. Laura Toms, with her 29 years of industry experience and comprehensive licensing as both an Investment Adviser and Broker across 23 states, provides the strategic insight necessary to determine if this solution aligns with your financial profile and goals.
Laura, through Wells Fargo Advisors Financial Network, LLC, is equipped to guide you through the intricacies of these solutions.
Our Process Involves:
Meet Laura Toms, an experienced Investment Adviser and Broker, partners with clients to unlock their financial potential. An Investment Adviser and Broker with 29 years of experience.
Laura Sue Toms © 2025 | All Rights Reserved
