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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Laura Wellon

Meet Laura Wellon:

Laura is the Senior Vice President of Wealth Management and Senior Portfolio Manager of the Trillium Partners team at UBS Financial Services. Based in Atlanta, GA, Trillium Partners provides client-centered investment consulting...

ABOUT LAURA

Meet Laura Wellon:

Laura is the Senior Vice President of Wealth Management and Senior Portfolio Manager of the Trillium Partners team at UBS Financial Services. Based in Atlanta, GA, Trillium Partners provides client-centered investment consulting and advisory services to families, foundations, associations, business owners, endowments and retirement groups.

**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

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