Sheila Lawrence

Q: What is Sheila Lawrence email address?

Email Sheila Lawrence at penneychou@gmail.com. This email is the most updated Sheila Lawrence email found in 2026.

Q: How to contact Sheila Lawrence?

To contact Sheila Lawrence send an email to penneychou@gmail.com. If you want to call Sheila Lawrence try calling on +16307406767 and +19497981317. (updated on October 30, 2024)

Managing Director & Senior Client Advisor at Ballentine Partners, LLC | Waltham, Massachusetts, United States

About Sheila Lawrence

Sheila Lawrence serves as a Managing Director and Senior Client Advisor at Ballentine Partners, LLC, where she leverages her extensive expertise in wealth management and financial advisory to guide high-net-worth families and entrepreneurs through the complexities of their financial landscapes. With a career spanning over two decades in the investment sector, Sheila has honed her skills in portfolio management and strategic investments, ensuring her clients receive tailored solutions that align with their unique goals and values.

At Ballentine Partners, Sheila is instrumental in leading key projects that focus on holistic wealth management strategies. She collaborates closely with clients to develop comprehensive financial plans that encompass investment management, estate planning, and tax optimization. Her commitment to providing independent, objective advice is rooted in the firm's philosophy of acting solely in the best interests of its clients, free from the conflicts of interest that often accompany commission-based models.

Sheila's leadership extends beyond client interactions; she is also a thought leader within the firm, contributing to the development of innovative financial strategies that address the evolving needs of wealthy families. Her insights into market trends and investment opportunities position her as a trusted advisor, helping clients navigate both challenges and opportunities in their financial journeys. As a partner at Ballentine Partners, Sheila embodies the firm's dedication to advocacy and excellence, ensuring that every client receives the highest level of service and expertise in wealth management.

Sheila Lawrence Work

Managing Director & Senior Client Advisor at Ballentine Partners, LLC in June 2007 to Present

Partner & Senior Client Advisor at Ballentine Partners, LLC in March 2018 to Present

Teaching Assistant at The Fletcher School at Tufts University in January 2007 to May 2007

Sheila Lawrence Skills

Investments

Portfolio Management

Wealth Management

About Sheila Lawrence's Current Company

Ballentine Partners, LLC

Discover more about Ballentine Partners, LLC

Frequently Asked Questions about Sheila Lawrence

What is Sheila Lawrence email address?

Email Sheila Lawrence at [email protected]. This email is the most updated Sheila Lawrence email found in 2026.

What is Sheila Lawrence phone number?

Sheila Lawrence phone number is +16307406767 and +19497981317.

How to contact Sheila Lawrence?

To contact Sheila Lawrence send an email to [email protected]. If you want to call Sheila Lawrence try calling on +16307406767 and +19497981317. (updated on October 30, 2024)

What company does Sheila Lawrence work for?

Sheila Lawrence works for Ballentine Partners, LLC

What is Sheila Lawrence's role at Ballentine Partners, LLC?

Sheila Lawrence is Managing Director & Senior Client Advisor

What industry does Sheila Lawrence work in?

Sheila Lawrence works in the Financial Services industry.