Meet Ross
Ross Lawrence, AIF®, is a Managing Director, Partner and Wealth Advisor with Carson Wealth. He helps families bring clarity to complex financial decisions and build plans designed to support the lives they actually want, not simply accumulate a bigger number on a statement.
Ross entered the financial industry during an unforgettable moment: the fall of 2008, as markets were crashing and thousands of advisors were leaving the profession. Rather than scaring him away, the experience confirmed that thoughtful financial guidance matters most when people feel uncertain. Since then, he has built his career around helping clients navigate retirement, major life transitions and the financial decisions that shape their futures. His work has earned him recognition from Forbes as a Top Next-Gen Wealth Advisor on three separate occasions.
Ross is an Accredited Investment Fiduciary®, allowing him to serve both families preparing for retirement and business owners planning for the eventual transition of one of their most valuable assets.
Community involvement has also been an important part of Ross’s life. He previously served on the board of United Way of Vernon County, Rotary, the Nevada/Vernon County Chamber of Commerce and remains passionate about supporting the communities in which he lives and works.
Away from the office, Ross’s favorite role is being a husband to his wife, Lórien, and dad to their daughter, Stassi. His passion is traveling with his family but also loves spending time outdoors, hunting, working on his private pilot’s license and pursuing the occasional adventure that probably sounded more reasonable when he first suggested it! Whether he is helping a client prepare for retirement or learning to land an airplane, Ross believes the best outcomes usually begin with a good plan and the flexibility to adjust when “life happens.”
*The Top Next Gen Wealth Advisors awarded to Ross Lawrence (2019): Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.
The Top Next Gen list includes 250 rising advisors who help manage over $490 billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of four years’ experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
