Robert Lawson Email & Phone Number
Principal and Director of Client Experience @ Palisade Asset Management, LLC
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Robert Lawson Location
- Minneapolis, MN, US
Robert Lawson Work
- 2020 -now Principal and Director of Client Experience @
- 2018 -2020 Director of Wealth Advisors and Senior Wealth Advisor @
- 2016 -2018 Senior Wealth Advisor @
- 2015 -2016 President and CEO - Minnesota @
- 2008 -2015 SVP, Managing Director of Wealth Management Advisors @
- 2005 -2008 VP, Wealth Strategist, Head of Financial and Estate Planning @
- 2004 -2005 Financial Advisor @
- 2002 -2004 President and Founder @ Lawson Financial, LLC
- 2000 -2004 VP, Business Development and Head of RIA Business Line @ Capital Professional Advisors, Inc.
- 1985 -2000 Finance Manager @
Robert Lawson Education
- University of St. Thomas
Master of Business Administration (MBA) (Finance)
1995-1998 - UMN Carlson School of Management
Bachelor of Science in Business (Accounting)
1985-1988
Robert Lawson Skills
- Strategic Financial Planning
- Wealth Management
- Investment Strategies
- Business Development
- Estate Planning
- Financial Planning
- Retirement Planning
- Investments
- Investment Management
- Mutual Funds
- Private Banking
- Alternative Investments
- Financial Services
- Banking
- Portfolio Management
- Team Leadership
- Wealth Management Services
- Personal Financial Planning
- Wealth Transfer
- Charitable Gift Planning
- Trust Services
- Leadership
- Project Management
- Wealth
- Microsoft Excel
- Strategic Planning
Robert Lawson Summary
- Robert Lawson, based in Minneapolis, MN, US, is currently a Principal and Director of Client Experience at Palisade Asset Management, LLC. Robert Lawson brings experience from previous roles at Vector Wealth Management, The Northern Trust Company and U.S. Bank, The Private Client Reserve. Robert Lawson holds a 1995 - 1998 Master of Business Administration (MBA) in Finance @ University of St. Thomas. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Investment Strategies, Business Development, Estate Planning and more. Robert Lawson has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Palisade Asset Management, LLC Employees
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