Group Benefits Advisor @ (April 2017 - February 2022)
Vice President, Financial Advisor @ (September 2014 - April 2017)
Financial Advisor @ (July 2012 - September 2014)
Financial Consultant @ (January 2010 - July 2012)
Todd Lawrence Education
Florida State University
Bachelor's Degree (Business)
1989-1992
Todd Lawrence Skills
Group Benefit Plans
Insurance
Risk Management
Financial Services
Customer Service
Strategic Financial Planning
Retirement Planning
Finance
401k
Retirement
Estate Planning
Life & Health Insurance Licenses
Business Relationship Management
Business Relationship Building
Customer Relationship Management (CRM)
Series 63
Customer Relationship Management Crm
Fixed Annuities
Financial Planning
Portfolio Management
Investments
Asset Allocation
Wealth Management
Mutual Funds
Investment Strategies
Credit
Life and Health Insurance Licenses
Series 7
Securities
Investment Management
Customer Relationship Management
Todd Lawrence Summary
Todd Lawrence, based in West Palm Beach, FL, US, is currently a Executive Vice President, Sales Leader at Acentria Insurance. Todd Lawrence brings experience from previous roles at Brown & Brown Insurance, SunTrust Investment Services, Inc., LPL Financial and BB&T. Todd Lawrence holds a 1989 - 1992 Bachelor's Degree in Business @ Florida State University. With a robust skill set that includes Group Benefit Plans, Insurance, Risk Management, Financial Services, Customer Service and more. Todd Lawrence has 2 emails and 2 mobile phone numbers on RocketReach.
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