Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Lauren Stansell, CFP® is chief planning officer (CPO) at Yeske Buie and has been a partner since 2019. In her role, she strives to empower clients to pursue their LiveBig® lives. She serves as their “deep breath” in times of need, and she facilitates and participates in the meaningful relationships built.
Stansell co-founded the Financial Planning Association® (FPA®) Student Chapter at Virginia Tech and was the organization’s first president. Her passion for engaging with the next generation of financial planners led her to become co-director of NexGen for the FPA of the National Capital Area in 2014.
A natural-born leader, she served as the 2021 president and 2022 Chair of the FPA of San Francisco. A graduate of FPA’s Residency Program, she has had the honor of serving as a mentor to the residents twice and looks forward to more opportunities in the future.
Stansell was recently named to Forbes’ Top Next-Gen Wealth Advisors Best-in-State list and Forbes’ Top Women Wealth Advisors Best-in-State list.
She enjoys spending time with her husband, Daniel, and their two children, Nora and Owen. They love experiencing new food and outdoor adventures together.
220 Montgomery Street, Suite 900, San Francisco, CA 94104
415 956 9686
LaurenS@YeBu.com
linkedin.com/in/laurenstansell
yebu.com
Lauren Stansell
Chief Planning Officer and Partner
Yeske Buie
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Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2013–2015
2015–2019
2019–2020
2020–2023
2023–present
Assistant Financial Planner
2013–
2015
Financial Planner
2015–
2019
Partner and Financial Planner
2019–
2020
2020-2023: Partner and Senior Financial Planner
2021: President of FPA San Francisco
2022: Chair of FPA San Francisco
2020–
2023
2023-present: Chief Planning Officer and Partner
2023: Forbes’ Top Women Wealth Advisors Best-in-State
2024: Forbes’ Top Next-Gen Wealth Advisors Best-in-State
2023–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
In addition to this, the advisor has amassed a collection of impressive accolades, including:
tax management
inflation protection
estate planning coordination
sales@icapitalnetwork.com
Disclosure
Raymond James’ AMP Achiever’s Club membership is awarded to Financial Advisor Trainees with 0–8 years of service to the firm. Qualifications are based on current Advisor Mastery Program production and anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Forbes Best in State Wealth Advisor
Financial Planning Magazine Pro Bono Planner of the Year
Boston Magazine Five-Star Wealth Manager
As a testament to Glazer’s dedication to providing leading financial management services, Mayflower Advisors holds a 98 percent client retention rate – serving three generations of clients.
Despite being in business for 50 years, Glazer remains dedicated to reimagining how to better partner with the next generation of clients and their families.
“We live and breathe relationships and service. We have been through it all – recession, financial crisis, bull markets, inflation – and along the way we can see what works. We have helped hundreds of families retire, finance their dreams, and send their children and grandchildren to college. When the families call and thank us or send pictures, it is incredibly rewarding.”
Glazer recalls dinner conversations as a child with his father sharing valuable financial lessons that he still uses today.
“We talked about savings, the dangers of debt, living within your means, paying down your mortgage, and not being impressed by flash. We employ those same basic lessons in managing risk and educating our clients,” says Glazer.
“At the end of the day, we are in the business of serving others and understanding their values,” continues the co-founder. “Our practice strives to offer a culture of stability, accountability, and teamwork, focusing exclusively on serving the long-term financial life management needs of our clients.”
info@exit59advisory.com