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OUR TEAM

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With roots in serving families of wealth, our founders equip advisors with the resources and support they need to create relationships and legacies that span generations. Our team brings deep wealth management and investment experience to support clients long-term.

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A San Antonio–based wealth advisory team led by Partner and Senior Advisor Donnie Laurence, committed to exceptional service and genuine, lasting relationships.

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An experienced, diverse team of financial professionals based in Fairhope, AL, dedicated to serving our advisory partners and teams.

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Let's Start a Conversation.

Every partnership begins with a conversation. Whether you’re a client seeking advisory for your family or firm, or an advisor exploring what’s next, Naviant is here to help you take the next step.

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