Website: www.Trevor-Lawson.com
People choose to work with me because of my patience, empathy, and dedication to being a resource for their financial independence. What this means to you is that as we engage in conversation about your objectives in life, I will design a plan of action that is tailored to your needs. The real benefit to you is knowing you have a strategy that can bring you closer to your personal, family, and financial goals.
Professional Services
· Financial Needs Analysis
· Retirement Planning
· Wealth and Asset Protection Strategies
· Estate Conservation Strategies
· College Funding Strategies
· Personal and Business Insurance
· Life Insurance
· Disability Income Insurance
· Long Term Care Insurance
Professional Qualifications
· FINRA Series 7 Securities License
· FINRA Series 66 Securities License
· Certified Financial Planning Certificate from Duke University
· Life Insurance License
· Accident and Health Insurance License
· Long Term Care Insurance License
· Signator Investors Best in Class Qualifier, 2014 and 2015*
Personal
· B.S., Chemical Engineering from North Carolina State University
· RTP Rotary Club, Member
· Big Brother/Big Sister Program of the Triangle, Member
· City Club Raleigh, Member, and Business Alliance Committee Member
· Founder of after-school tutoring program at Washington Boys & Girls Club
· Graduate of Woodberry Forest School
*The Best in Class award was granted by former broker-dealer Signator Investors, Inc. Signator looked at the most current three years of new advisors, and took the top five in each year based on Gross Dealer Commission.
Website: www.Trevor-Lawson.com