Dee Lawrence's Location
New York, NY, US
Dee Lawrence's Work
- Vice President @ Merritt Point Wealth Advisors
- Financial Advisor @ Merrill Lynch
- General Partner @ Olivette
- Derivatives Broker @ TFS Energy
Dee Lawrence's Education
- Norfolk Academy1982 - 1994
Dee Lawrence's Skills
- College Education Planning
- Former Small Business Owner
- Personal Balance Sheet Management
- Goals Based Wealth Management
- Financial Education
- Divorce Wealth Management Planning
- Asset Management
- Retirement Cash Flow
- Generational Wealth Transfer
- Customized Wealth Planning
Dee Lawrence's Summary
Dee Lawrence, based in New York, NY, US, is currently a Vice President at Merritt Point Wealth Advisors, bringing experience from previous roles at Merrill Lynch Wealth Management, Olivette and TFS Energy. Dee Lawrence holds a 1982 - 1994 Norfolk Academy. With a robust skill set that includes College Education Planning, Former Small Business Owner, Personal Balance Sheet Management, Goals Based Wealth Management, Financial Education and more, Dee Lawrence contributes valuable insights to the industry. Dee Lawrence has 5 emails and 3 mobile phone numbers on RocketReach.
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