Lawrence began his wealth management career 17 years ago with a single focus – to help clients achieve a sense of financial peace, allowing them more time to prioritize what matters most to them. Over that time, he has guided individuals and families through shifting markets and major life transitions, providing steady, thoughtful advice through both opportunity and uncertainty.
He focuses on customized wealth and retirement planning, tax-aware portfolio management, and estate planning services for private clients across the United States. Known for his proactive communication and detail-oriented approach, Lawrence works closely with his clients to develop personalized strategies and serves as a central point of coordination with their external professionals, such as CPAs and attorneys, to ensure every aspect of their financial life is aligned.
He is a member of the RBC Wealth Management Portfolio Focus – Portfolio Manager Group and holds the Chartered Retirement Planning Counselor™ (CRPC®) designation.
Prior to joining RBC Wealth Management in 2023, Lawrence spent nearly a decade at Wells Fargo Advisors as a Vice President of Investments, following his earlier role as as Financial Advisor at UBS Financial Services. He earned a Bachelor of Science in Finance from The Catholic University of America, where he was also a member of the men's lacrosse team.
Originally from Bergen County, New Jersey, Lawrence now resides in Northern Virginia. Outside of work, he enjoys spending time with family and friends, traveling, running marathons, and playing golf.
