Lauren Pearson, CFP®| Managing Director, Partner

Lauren Pearson: The most important thing in my life is my family. My husband Andrew is a minister and the dean of a large church in Birmingham, the Cathedral Church of the Advent. I am the mother of three smart and brave daughters. At the moment, they would all like to be dentists and I’ve convinced two out of the three they should attend the University of Georgia, my alma mater.

I don’t have many hobbies, but I am interested in learning about everything. If research is considered a hobby, that would be my thing. This curiosity, which quite frankly can drive those closest to me crazy, is probably what makes me well suited for this profession. To support this passion professionally I have been designated as a Certified Financial Planner™ (CFP™).

The impact of putting a thoughtful plan in place will last for generations, and I understand the depth of this responsibility. What you will see and read from my online footprint is I principally engage in personal financial planning, asset allocation, portfolio construction and charitable gifting strategies for professionals and families. The key marker of these relationships is trust, transparency, and confidentiality.

This is the work I have been doing for over a decade, designing and crafting hundreds of planning scenarios. It is not important to me to have the most assets under management, the mark of the industry, but it is deeply important that I do great work for the clients whom I serve.

My work has been recognized, and I am humbled by it. I have been named University of Georgia’s 40 Under 40, one of Forbes’ “America’s Top Next-Generation Wealth Advisors” in 2017-2019, the Birmingham Business Journals’ “2017 Women to Watch” and “2018 Executives of Influence,” featured and listed in WORKING MOTHER magazines’ “Top Wealth Advisor Moms” 2017-2019.

Beyond my family and my faith this practice is my life work. It is a privilege to lead the Birmingham office for Hightower Somerset and to serve families across the United States. 

Contact Somerset Advisory

2231 20th Avenue South
Suite 200
Birmingham, AL 35223
Office: (205) 518-7494

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