David Lawless Email & Phone Number
Partner @ Blue Trust
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David Lawless Location
- Houston, TX, US
David Lawless Work
- 2023 -now Partner @
- 2020 -now Private Wealth Advisor @
- 2015 -2019 Financial Planner @
- 2013 -2015 Audit Associate @
- 2013 -2013 Camp Director @
- 2012 -2012 Intern @
David Lawless Education
- Texas A&M University
(Bachelor of Business Administration (BBA), Accounting)
2008-2013 - Texas A&M University
(Master of Science (MS), Finance)
2008-2013
David Lawless Skills
- Financial Planning
- Investment Advisory
- Social Media
- Time Management
- English
- Financial Advisory
- Estate Planning
- Wealth Accumulation
- Public Speaking
- CPA
- Education Funding
- Financial Stewardship
- Charitable Giving Strategies
- Trust and Estate Planning
- Retirement Planning
- Investment Management
- Succession Planning
David Lawless Summary
- David Lawless, based in Houston, TX, US, is currently a Partner at Blue Trust. David Lawless brings experience from previous roles at Blue Trust, KPMG US and Laity Lodge Youth Camp. David Lawless holds a 2008 - 2013 Texas A&M University. With a robust skill set that includes Financial Planning, Investment Advisory, Social Media, Time Management, English and more. David Lawless has 5 emails and 1 mobile phone numbers on RocketReach.
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