Lauren Pearson, CFP® in

Lauren Pearson, CFP®

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Managing Partner, Founder at Somerset Advisory
📍 Charlottesville, Virginia, United States

Lauren Pearson is the Managing Partner and Founder of Somerset Advisory, a wealth management firm serving multi-generational families. A University of Georgia graduate and Certified Financial Planner™, she also founded The Wealth Edit, a national platform to enhance financial confidence and community for women.

Outside of work, Lauren prioritizes her family, which includes her husband and three daughters. She lives on a farm in Virginia and is passionate about yoga, gardening, and philanthropy. She enjoys walks with her daughters and date nights at her favorite restaurant, Chez Fonfon.

Interesting fact: Instead of collecting traditional hobbies, Lauren says she collects ideas, driven by her constant sense of research and curiosity.

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Experience
22 Years
Current Role
Managing Partner, Founder
Job Level
Leadership
Location
Charlottesville, Virginia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Lauren cares about

Women & Wealth
Founded The Wealth Edit, a national digital community dedicated to helping women improve their financial confidence and skills.
Multi-Generational Planning
Her firm, Somerset Advisory, is specifically built to serve the complex financial needs of multi-generational families, entrepreneurs, and executives.
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Career

Work history

6-2025
Managing Partner, Founder
Somerset Advisory
3-2020
Founder
The Wealth Edit
6-2016 - 6-2025
Managing Director, Partner
Somerset Advisory at Hightower
9-2007 - 6-2016
Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™
Merrill Lynch
5-2005 - 3-2007
National Sales Representative
American City Business Journals
In the press

Media appearances

Wisdom From The Women Leading The Finance Industry … with Lauren Pearson of the Wealth Edit. Featured in Medium / Authority Magazine
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Lauren Pearson Featured in USA Today. Featured in USA Today (via Somerset Advisory blog)
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Education
1998 - 2002
Bachelor of Arts (B.A.)
The University of Georgia
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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