Lisa Weegar
Director of Operations & Client Services
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Director of Operations & Client Services
President
Managing Director, Wealth Management
Managing Director – Wealth Management
Vice President, Investments & Planning
Vice President, Investments & Planning
Managing Director – Wealth Management
Managing Director – Wealth Management
Founding Partner
Director of Client Services
Sr. Registered Client Service Associate
Managing Director, Wealth Management
Managing Director – Wealth Management
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© 2020 Laidlaw & Company (UK) Ltd. All rights reserved. Laidlaw Wealth Management, LLC – Naples Wealth Planning is a registered investment advisor with the (SEC) headquartered in New York, NY and Naples, FL – Insurance products and services are offered through affiliate Naples Insurance Strategies, LLC, Naples. Laidlaw Wealth Management, LLC – Naples Wealth Planning (NWP) may offer securities through Laidlaw & Company (UK) Ltd., Member (SIPC) and FINRA broker-dealer registered in the United States, clears on a fully-disclosed basis through INTL FCStone Financial Inc., a member of the Securities Investor Protection Corporation (SIPC). Laidlaw & Company International Limited is authorized and regulated by the Financial Conduct Authority (FCA) in the UK (Firm Reference No: 537165). Laidlaw & Co (UK) Ltd., Laidlaw Wealth Management, LLC – Naples Wealth Planning do not provide tax or legal advice.