From Lawyer To Advisor: Working With High Net Worth Individuals ft. Lynne Wiggins (Ep. 21)
Commitment and care matter to all of our clients as financial advisors. These traits are especially important when working with high-net-worth individuals, and who better to meticulously commit to and care for clients than a former lawyer?
In this episode, Shannon Spotswood speaks with Lynne Wiggins, a former lawyer, current financial advisor, and founder of Ariv Wealth, about advising high-net-worth individuals. Lynn shares why she switched careers, the importance of commitment and care when working with high-net-worth clients, why multi-generational planning is so exciting, and what led her to found Ariv Wealth.
Lynne discusses:
- Why she switched from working as a lawyer to an advisor
- Why commitment and care matter so much in her approach to working with high-net-worth clients
- The exciting opportunities for growth with multi-generational planning
- What the industry can do to attract more female talent into finance
- What led her to start Ariv Wealth where she is in her career
- How she weaves expensive passions into financial plans
- And more
Connect with Shannon Spotswood:
Connect with Lynne Wiggins:
About our Guest:
Lynne Wiggins is the Founder and CEO of Ariv Wealth. Lynne is a twenty-five-year veteran in the securities industry both as an Attorney and Financial Advisor, Lynne enjoys working closely with her clients and developing an overall strategic wealth management plan aligned with their goals and family legacy plan. As a FINRA Arbitrator, former SEC Attorney, and trial counsel for several Fortune 500 companies, Lynne’s experience spans decades and across multi-disciplines. Her passion for helping clients, extensive knowledge of the financial markets, and dedication to a high standard of excellence provide her clients with the roadmap to their desired financial destination. Lynne and her family are sports enthusiasts and enjoy outdoor life in Austin with their 3 dogs and horses.
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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.
The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services, Ariv Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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