Broker Check
Trevor Lawson, CFP®, AIF®, RICP®, ChFC® , CLU®, CDFA®

Trevor Lawson, CFP®, AIF®, RICP®, ChFC® , CLU®, CDFA®

Financial Advisor


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*


· 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.