JONATHAN R. LAIRD

JONATHAN R. LAIRD

  • CFP
  • Senior Financial Advisor
Jonathan began his professional career in the early  1990s, following his father's 40 years in financial  services. He has been with Wells Fargo Advisors Financial Network, LLC or one of its predecessors continuously since 1994, when he began  as a technical analyst for the financial planning and institutional managed money division.

After completing his CERTIFIED FINANCIAL PLANNERTM coursework at Boston University, Jonathan started an advisory practice in southern Connecticut at Prudential Securities, LLC, a predecessor firm of Wells Fargo Advisors Financial Network, LLC. Since then, he has built a substantial personal financial services practice in association with Wells Fargo Advisors Financial Network, LLC, focusing on asset management consulting and planning, serving hundreds of clients across the country.

Jonathan has been recognized as a Premier Advisor in 2014, 2015, 2016 and 2017.

The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.

Language

  • English
SARAH J. SHERMAN

SARAH J. SHERMAN

    • Registered Associate
    Sarah joined Lightship Capital Management in March 2015, following several years in a financial advisory practice in Boston where she served as an investment planning assistant. She is responsible for our clients' critical operational and administrative needs, including daily operations, asset movement, account updates, client reporting, introducing and navigating client technology tools, and managing the transition process for new client relationships. Sarah holds a Series 7 and Series 66 registration and has a Bachelor of Arts degree in English from St. Edward's University in Austin, Texas. She and her family have lived on Martha's Vineyard since 2013.

     

     

    Wells Fargo Advisors Financial Network, LLC

    For 17 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Company has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients. As of December 31, 2017, Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,333 owners and advisors in 633 practices administering over $104.7 billion in client assets.

    Education

    • St. Edward's University

    Language

    • English