Laura Sweeney - Dallas

Laura M. Sweeney

Partner

Laura is a partner and leads both the executive client services and private foundation management practices in the Dallas office of Southern Wealth Management. For the past seventeen years, Laura has provided comprehensive financial planning to corporate executives and wealthy families with a particular focus on understanding and maximizing employee benefits, estate and succession planning, tax planning and compliance and achieving philanthropic goals. Laura has a Bachelor of Arts in Psychology from Russell Sage College, a small women's college in upstate New York, and also holds a Juris Doctorate from Albany Law School.