Building Legacy: Guiding families toward financial security and generational wealth

Laureen strives to empower clients and their families to navigate complex financial landscapes and achieve their long-term financial goals: wealth preservation, retirement planning and estate planning. She utilizes her planning and consulting skills to develop wealth management strategies designed to help clients and their families establish goals, strategize solutions and envision a clear and understandable financial path for their financial future.

Background and experience:
Laureen began her financial advisory career in 1993 after her early retirement from The IBM Corporation. She honed her knowledge at renowned firms like Morgan Stanley and Wells Fargo Advisors, before bringing her seasoned experience to Steward Partners in 2024.
She takes a proactive and holistic approach to wealth management, employing a personalized process to navigate complex financial situations, leveraging her industry expertise backed by her CIMA® and CPWA® certifications. Laureen works closely with clients to establish their overarching investment objectives and develop supporting plans, including estate planning strategies. She meticulously implements and monitors these plans, seeking to ensure their alignment with client goals. In an effort
to further optimize client outcomes, Laureen collaborates with our firm's money managers, diligently assessing their suitability for each individual's unique financial vision.
Laureen has been recognized as a Forbes Best In State Wealth Advisor 2023, Laureen H. Lynn, CIMA®, CIMA® Best in State Wealth Management Teams 2023.
She graduated from Florida State University and earned a BA in applied mathematics. She attended The Wharton school and the University of Chicago Booth School of Business where she received her Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) certifications. She maintains a series 7, 31, 63, and 65 security licenses, and has Life, Health and Variable Annuity licenses.

Away from the office:
A resident of Mobile since 1977, she’s active in the Rotary Club of Mobile and serves on the Boards of the Directors of the Mobile Opera and the Alabama West Florida United Methodist Foundation and is a charter member of Impact100 Mobile.
Laureen spends her free time with family and friends, traveling, biking, hiking, as well as and volunteering.

Forbes Best In State Wealth Advisor selection criteria

For the past 13 years, Doug has helped clients address their financial concerns and develop strategies by focusing on individual needs. He transitioned from a commercial lending role to a Financial Advisor in 2010. Doug acts as a portal to all the products and services of Steward Partners, offering deeply personalized service.

Throughout his career, Doug has cultivated a comprehensive skillset, specializing in financial planning, equity and income portfolio management, estate, and insurance planning strategies.

Doug’s approach seeks to simplify the complex aspects of wealth management. His process is designed to provide clarity that comes with an understanding of all aspects of your financial matters, he strives to help you build the confidence that you have identified your priorities and goals and the empowerment to make the most appropriate financial decisions based on your unique needs.

Doug is a 2005 graduate of the Mitchell College of Business at the University of South Alabama and maintains the Series 7, 31, 63 and 65 security registrations, and has Life, Health and Variable Annuity licenses.

Doug has been recognized as a Forbes Best In State Wealth Management Teams 2023.

Doug serves as a board member of the Fuse Project, Feeding the Gulf Coast and was a past President of University of South Alabama National Alumni Association. He is also active with the Mitchell Cancer Institute. Although born and raised in New Orleans, LA, Doug has been a resident of Mobile for 23 years. Doug spends his free time visiting family in New Orleans and traveling.

Forbes Best In State Wealth Advisor

As a dedicated client assistant Katherine’s true passion lies in making others feel comfortable and secure, especially when navigating their financial goals. She excels at providing exceptional customer service, ensuring client needs are met with efficiency and a calming presence.

Over two decades in nonprofit community engagement with Mobile United and United Way of Southwest Alabama, set a solid foundation for organization, planning, and customer service skills that she continues to use today.

Her financial career started in retail banking and later included helping unbanked and underbanked people and families find financial stability. At Wells Fargo Advisors as a client associate, she gained valuable experience assisting financial advisors and honing her understanding of financial processes. Now, as a dedicated client assistant manager at Steward Partners, Katherine leverages her skills where she anticipates client needs, manages administrative tasks effectively, and offers clear, concise communication.

Beyond her professional commitments, she’s passionate about giving back to her community through involvement with various non-profit organizations. She’s been actively involved in various nonprofit boards, including Volunteer Mobile, Alabama Coastal Foundation, United Way of Southwest Alabama, and the 3 Mile Creek Greenway Trail project. This dedication to service reflects her core values and commitment to building meaningful relationships.

Katherine is married to Skipper Pitman, and they have adult children, Alice and Crawford Phillips.