Loading profile…
People · Advisors
Executive Managing Director, Legacy at TMG
Executive Managing Director, Legacy at TMG · The Mather Group, LLC
Laura M. Sweeney — Executive Managing Director, Legacy at TMG · The Mather Group, LLC · Dallas, Texas, United States.
Direct contact
No direct contact on file for Laura yet.
Experience
Partner
Southern Wealth Management, LLP
Feb 2005 – Jul 2021
Education
- Albany Law School — Doctor of Law - JD, Law
- Russell Sage College — Bachelor of Arts - BA, Psychology
Skills
Gift and Estate Tax Planning and DesignPhilanthropic Planning
Related professionals · The Mather Group, LLC
- Emily Due, CPA — Director of Tax
- Katie Fortuna — Wealth Advisor
- Lina Psiuk
- Matt Kahovec, CAIA, CFP® — Senior Wealth Director (Legacy at TMG)
- Phil Johnston, CFP® — Wealth Advisor
- Robin Patinkin, CFA, CFP® — Managing Director, Wealth Advisor