
Lauren Pearson named 2025 Forbes Best-in-State Wealth Advisor
We are proud to announce that Lauren was named one of the 2025 Forbes Best-in-State Wealth Advisors! Congratulations on this

We are proud to announce that Lauren was named one of the 2025 Forbes Best-in-State Wealth Advisors! Congratulations on this

In the earliest years of my career, I learned one of the most important lessons in investing: volatility isn’t the

Earlier this week, we explored the idea that the market may be entering a kind of hall of mirrors—where stories,

Every now and then, the market acts like it knows a secret. For about two decades—starting in the mid-1990s—there was

Ellen has worked so hard studying and serving Somerset clients, and it’s paid off…Ellen officially obtained her CERTIFIED FINANCIAL PLANNER(TM)

Lauren reflects on her early days as a financial adviser, starting her career in September 2007 — just before the

Lauren shares her journey through the job market, highlighting the power of self-advocacy and confident negotiation. After spending two years

We’re thrilled to introduce Tyler Ouimette, Somerset’s newest Assistant Operations Specialist. Tyler is working out of the Beaufort office and

Lauren shares a pivotal lesson from her early career, inspired by a boss who embodied financial prudence and delayed gratification.

At the recent Hightower Women and Well-th conference, Emily Lassiter shares Somerset’s experience with female business owners and their common