Lauren Ashley Lisbon

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 12/2024
  Source Financial Advisors
  New York, NY
• 12/2024 → 06/2026
  Savant Wealth Management
  New York, NY
• 06/2026 → Present
  Savant Wealth Management
  Rockford, IL

Other Businesses

Start dates - 3/3/2022; 3/22/2023 Position/Role - Trust protector of a client's trust Business is investment-related Address - 100 W 131st St, Apt 8F, New York, NY 10017 Approximately 1-5 hours/month devoted to the other business Approximately 1-5 hours devoted during security trading hours Serve as trust protector upon death or disability of the grantor/trustee Start date - 11/4/2021 Position/Role - Successor Executor, Successor Trustee of testamentary trusts, Successor Agent under POA; Successor trustee of client's trust Business is investment-related Address - 100 W 131st St, Apt 8F, New York, NY 10017 Less than 1 hours/month devoted to the other business Less than 1 hour devoted during security trading hours Serve as successor executor, successor trustee and successor POA for client

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-14