Lawrence embarked on his wealth management career 15 years ago with one goal in mind - to help people achieve a sense of financial peace, allowing them more time and energy to focus on their most cherished pursuits. Since then, he has guided his clients through varying market conditions and life-changing events. Lawrence dedicates his efforts to providing in-depth wealth and retirement planning, tax-considerate portfolio management, and estate planning services to affluent families and investors across the United States. He and his team take pride in delivering exceptional service to each of their clients - much of which entails personalized investment management, proactive communication, and regular strategy reviews. They collaborate with clients' external financial professionals, such as CPA's and attorneys, when necessary, maintain open-door access to their team members, and prioritize timely responsiveness. It is Lawrence's firm belief that the bedrock of any successful client-advisor relationship is built on communication, transparency, and trust. He is a member of the RBC Wealth Management Portfolio Focus-Portfolio Manager Group and holds the esteemed Chartered Retirement Planning Counselor™ designation through the College of Financial Planning®.
Prior to joining RBC in January 2023, Lawrence spent nearly a decade at Wells Fargo Advisors as a Vice President of Investments. Previous to that he held the position of a Financial Advisor at UBS Financial Services. Lawrence graduated with a Bachelor of Science degree in finance from The Catholic University of America, where he also competed on the men's lacrosse team. Originally from Bergen County, New Jersey, Lawrence now resides in Northern Virginia, where he enjoys spending time with friends and family, traveling, running marathons, and the occasional round of golf.
