Somerset Advisory at Hightower
Financial Services - , Alabama, United States
Somerset Advisory at Hightower Employees
Somerset Advisory at Hightower Senior Management
Somerset Advisory at Hightower Details
At Somerset Advisory, we are committed to culture, service, and deep roots in our communities. We define a relationship as two or more people being connected, and our objective is to meaningfully connect with each of our clients and their families. Our team seeks excellence in planning and investment management. Our professionals are credentialed, nationally-recognized* for their investment acumen, and will always serve as your fiduciary, putting your interests ahead of our own. While our practice is located in Birmingham, Alabama, we serve clients throughout the Southeast primarily, and across the country. We are patient, disciplined, academic, long-term investors. We listen to you, and strive to understand your experiences, concerns, and preferences. We look for ways to thoughtfully blend our planning techniques with our investment strategies to help foster tax efficiency and lower management costs for you. We believe money finds value, and we hope our clients find great value in their relationship with our team at Somerset. We hope you will learn more at www.hightoweradvisors.com/somerset. *Managing Partner Lauren Pearson has been recognized as a Forbes Top Next Generation Advisor in 2019, 2018 (466) and 2017, and as WorkingMother Magazines Top Wealth Advisor Moms four years in a row. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
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