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TSC Membership Call with The Wealth Edit

August 16 @ 11:00 am 12:00 pm

Financial Planning for Creatives

Lauren Pearson is a Certified Financial Planner™ and, in addition to her work with The Wealth Edit, runs a boutique, full-service financial firm, HighTower Somerset Advisory, in Birmingham, Alabama. Lauren has designed and crafted hundreds of financial planning scenarios in her decade-plus career in the field and is deeply committed to the clients she serves through her work.

Driven by curiosity, a love of research, and a knack for planning, Lauren’s skillset includes personal financial planning, asset allocation, portfolio construction, and charitable gifting strategies for both professionals and families. After years of drafting hundreds of plans for families, Lauren saw the deep need for women to have a space of their own to understand wealth outside the context of a traditional advisory relationship.

As important as her work is to her, her faith and her family come first in her life – her husband, Andrew, and their three smart and brave daughters are the No. 1 priority in her life. Lauren is a Georgia fan and is obsessed with philanthropy and yoga.

In addition to her financial advising skillset, Emily Lassiter brings to The Wealth Edit 14 years of experience as an attorney before pivoting at age 43 to help and serve women throughout their financial journeys at HighTower Somerset Advisory in Birmingham, Alabama. Emily practiced law at such firms as Walston, Wells, Anderson and Bain and, later, Robinson Adams Insurance Company (now Arthur J. Gallagher) before shifting careers in 2018.

Emily unexpectedly lost her husband in an accident in 2014, and, in the aftermath of this tragedy, sought out a support group for widows that she spoke with regularly. Over and over again, these women brought up questions regarding personal finance and wealth. Through this, Emily realized there was an unmet need for women seeking out wealth advisors who understood each woman’s individualized needs and trajectories and, in researching how to fill this void, found Lauren Pearson, her cofounder at The Wealth Edit. Their mutual passions of serving and helping women through their financial journeys pushed Emily to shift careers and for the pair to establish The Wealth Edit in 2020. Emily finds fulfillment in establishing relationships with her clients, learning about their goals and dreams, and empowering them each to craft and implement a plan to achieve their goals.

A native of Montgomery, Alabama, Emily is a graduate of both Auburn and the University of Alabama School of Law. She is a devoted parent to her two teenage daughters and enjoys traveling with them, exploring all that the world has to offer, and reading.