Lauren Pearson, CFP®

Examiner
DISC Type : cs

Managing Partner, Founder at Somerset Advisory

Charlottesville, Virginia, United States

Overview

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.

Personality Overview

Overcautious

Unexpressive

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care 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.
Philanthropic Planning
This is listed as a specific area of her expertise and personal interest, aligning wealth with family legacy and impact.

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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Work History

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

Education

1998 - 2002
Bachelor of Arts (B.A.) from The University of Georgia

More Information

Social Presence :

Prographics :

Exp : 22 Location : Charlottesville, Virginia, United States Job Level : Leadership Designation : Managing Partner, Founder at Somerset Advisory
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Insights For Selling To Lauren

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lauren is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Lauren

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Lauren move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Lauren take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Lauren

Personality Compatibility


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