Forbes’ Top Next Gen Wealth Advisors list recognizes advisors from across the nation who are emerging in the industry with the expertise and ability to help clients achieve their goals – now and for the decades to come. Together, the 500 advisors recognized on the list manage more than $1 trillion in client assets and are helping to build their practices and shape the industry into the future.
We proudly congratulate Lauren Wood, Wealth Manager and Shareholder at Wetherby Asset Management, for being recognized among this distinguished group. Since Lauren joined Wetherby over seven years ago, she has worked with some of the firm’s largest and most complex clients, joined as an employee-owner of the firm, and successfully launched our Los Angeles office.
“Lauren is a great advisor – combining empathy, deep expertise and an inspiring work ethic that is an incredible strength for our team and for the clients she serves,” commented Deb Wetherby, CEO.