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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Top Blue Trust Employees
Joel Robinson
Managing Director
Greenville, SC, US
Brian Shepler
President and CEO
Atlanta, GA, US
Russ Crosson
Executive Vice Chairman, EVP, Chief Mission Officer
Roswell, GA, US
Ryan Anderson
Senior Partner
Houston, TX, US
Aaron Klopfenstein
Managing Director, Central U.S.
Indianapolis, IN, US
Brian McClard
Chief Investment Officer
Atlanta, GA, US
Keith Kreb
Senior Partner and Managing Director
Lake Forest, IL, US
Reed Crosson
Managing Director, Sports and Entertainment
Alpharetta, GA, US
Jeff Wernick
Managing Director
Brentwood, TN, US
David Lawless
Partner
Houston, TX, US
Greg Cka
Partner
Washington, DC, US
Pam Gibson
Chief Financial Officer
Atlanta, GA, US
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