People
Work with real people who are also real experts.
Your LNW team is made up of caring, sociable folks who just happen to be very good at wealth management.
Meet them, and get a sense of the exceptional breadth and depth you tap into when you work with us.
Team Designation
39
(CFP®)
Certified Financial Planners™
9
(CFA®)
Chartered Financial Analysts®
6
(CPA)
Accountants
4
(JD)
Attorneys
3
(CPWA)
Certified Private Wealth Advisor®
6
(CTFA)
Certified Trust Fiduciary Advisors
1
(CAIA)
Chartered Alternative Investment Analysts
2
(CDFA®)
Certified Divorce Financial Analysts®
1
(ChSNC®)
Chartered Special Needs Consultant®
