Somerset Advisory Information
Contact top employees from
Somerset Advisory
Summary
As a boutique fiduciary, Somerset Advisory is dedicated to your complete success. To us, this means understanding who you are, what type of life you are seeking to create, and then aligning every aspe...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
women, attorneys, philanthropists, financial planning, fiduciary, wealth management, investment management, markets, consulting, financial advice, cash flow, business exit strategies, special needs, families, entrepreneurs
Founded
2018
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Somerset Advisory shows a diverse range of experience levels:
14% have been with the company for less than 1 year29% for 1–2 years29% for 3–4 years14% for 5–7 years14% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Somerset Advisory
Mary Loyal Springs
Operations Consultant
Elizabeth Sharman
Private Wealth Specialist
Lauren Pearson
Managing Partner, Founder
Emily Lassiter
Director, Partner
Tyler Ouimette
Assistant Operations Specialist
Maria Mote
Operations Specialist
Ellen Bradford
Private Wealth Advisor
Alora Scholes
Financial Advising Intern
Christopher Tieland
Manager of Operations
Colley Acken
Intern
Lydia Solomon
Cashflow Specialist Intern
