Pearson Wealth Management is a fee-only investment and financial planning firm. We strategically partnered with Laurel Wealth Advisors (LWA), a Registered Investment Advisor for their support in technology, compliance and back-office services. Our wealth advisory services are also offered through them. Additionally, client assets are custodied through Schwab Institutional Services.
Your Valuable Team at the Helm
Vanessa L. Pearson
PWM Founder & Investment Advisor Representative
Founded by Vanessa Pearson, Pearson Wealth Management is a full-service, client-centric investment and financial planning service firm. With nearly 20+ years of experience in the financial industry, she has trained and worked at noted firms such as Sanford Bernstein, Salomon Smith Barney, Citigroup, and Morgan Stanley. Ms. Pearson provides her clients with personable one-on-one guidance and individualized planning helping them to better achieve their long-term planning goals.
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Lee A. Tripodi
Managing Principal and LWA Co-Founder
Lee Tripodi is Managing Principal and Co-Founder of Laurel Wealth Advisors, Inc. and leads the development and execution of LWA’s core business strategies. Lee’s primary focus is to help financial advisors deliver the best possible experience to their clients and community.
Prior to founding Laurel Wealth Advisors in 2011, Lee was Senior Vice President, Executive Director, and Complex Manager for UBS in La Jolla, California. At UBS, Lee was responsible for a turnaround that raised the profile of the firm significantly for both clients and advisors. As a result, his region achieved the highest performance rankings amongst UBS peers, while revenues more than tripled under Lee’s leadership. In his 25 years of senior-level management at UBS and Smith Barney, Lee is most proud of creating a collaborative culture that aligns advisors, support staff and management to truly represent clients.
Mark D. Welsh
Managing Principal and LWA Co-Founder .
Mark Welsh is Managing Principal and Co-Founder of Laurel Wealth Advisors, Inc. and directs LWA’s administration and operations. Mark’s primary focus is to optimize LWA’s operations and technology, and provide advisors with a robust platform for serving their clients’ needs, objectively and transparently.
Mark has over 30 years of operational experience in the financial services industry, locally, regionally and nationally. He has served as a branch manager for UBS Financial Services in San Diego and a divisional administrative manager for Shearson Lehman Brothers in Houston. Mark was also Director of Branch Administration and Senior Vice President for Smith Barney Shearson in New York City, where he was responsible for the operations of all 365 national offices.