We’re proud to announce that Lauren Wood, CFA, CFP®, who leads our Los Angeles office, has been named as one of Los Angeles Business Journal’s Wealth Management Leaders of Influence. This list includes some of the outstanding wealth management professionals working in the Los Angeles area. The Leaders of Influence are chosen for their contributions to the local economy and the financial stability of the individuals and families that live there.
Lauren launched our Los Angeles office in 2020, with the goal of providing a local resource to our existing southern California clients and deepening our relationships with and connection to the local community, both within our industry and more broadly. Her expertise and caring allow her to thoughtfully guide individuals and families of significant wealth through life’s many considerations and help ensure their wealth supports their goals for themselves, their families and their community.
“It’s gratifying to see Lauren’s dedication to building relationships in the Los Angeles community being recognized,” said Deb Wetherby, CFA, CFP®, Managing Partner, Wealth Manager and Shareholder. “She advocates for her clients at every turn, and I know that has helped her build the kind of relationships with them that our firm is built on.”
Congratulations to Lauren and all of the honorees!
Disclosures: Accolades are presented for informational purposes only; no warranty is either expressed or implied by their presentation. Accolades may not be representative of actual or specific client experiences and should not be considered endorsements. Wetherby Asset Management LLC (Wetherby) acknowledges ratings reflect an average of all, or sample of all, of an advisor’s or the firm’s clients and thus may not be representative of any single client’s experience. Wetherby’s receipt of accolades should not be considered a guarantee of future performance results. Wetherby did not pay a fee for any employee to appear on this list, however, did pay for additional promotional opportunities once selected for the listing.
The professional profiles published were drawn from nomination materials submitted to the Los Angeles Business Journal. Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of the impact made on the profession and on the Los Angeles community.