Cooper Lawrence Email

Trader and Financial Planner @ FourStar Wealth Advisors LLC

5 free lookup(s).

Cooper Lawrence Location

Chicago, IL, US

Cooper Lawrence Work

2024 - now Trader and Financial Planner @ FourStar Wealth Advisors LLC
2024 - 2024 Client Services Associate @ FourStar Wealth Advisors LLC
2023 - 2024 Financial Planning Associate @ Merino Wealth Management

2020 - 2023 Account Manager @ State Farm Agent
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2018 - 2020 Office Assistant @ Rosen Harwood, PA

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Cooper Lawrence Education

The University of Alabama
BS - Commerce and Business Administration (Finance)
2017 - 2020

Cooper Lawrence Skills

Orion Advisor
Advanced Billing
Morningstar TRX

YourStake
Morningstar Office
Financial Planning
Money Guide Pro
Google Sheets
Cash Flow Analysis
Schwab Advisor Center

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Cooper Lawrence Summary

Cooper Lawrence, based in Chicago, IL, US, is currently a Trader and Financial Planner at FourStar Wealth Advisors LLC. Cooper Lawrence brings experience from previous roles at FourStar Wealth Advisors LLC, Merino Wealth Management, State Farm Agent and Rosen Harwood, PA. Cooper Lawrence holds a 2017 - 2020 BS - Commerce and Business Administration in Finance @ The University of Alabama. With a robust skill set that includes Orion Advisor, Advanced Billing, Morningstar TRX, YourStake, Morningstar Office and more. Cooper Lawrence has 3 emails on RocketReach.

Cooper Lawrence Emails

Found 3 emails

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Cooper Lawrence

Trader and Financial Planner at FourStar Wealth Advisors LLC

Chicago, IL, US
3
- fourstarwealth.com
- gmail.com
- merinowealth.com

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