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David Lawrence, Financial Advisor serving the Plano, TX area - Ameriprise Advisors

David Lawrence

Financial Advisor

Financial Investment and Retirement Managers
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 6 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies

Interests

I've been blessed to be able to travel to Europe on numerous occasions visiting: London, Ireland, France (Paris, Versailles, Rheims, Nice), Monaco, Capri, and my favorite destination Italy (Venice, Florence, Rome, Ravello & Positano on the Amalfi Coast).

My home away from home is Maui, HI and try to go annually. I've also visited Kauai, Lanai, and Oahu.

Enjoy Fine Dining at restaurants in Dallas & abroad.

Music interests include Smooth Jazz, Blues, & Classic Rock. I grew up playing Saxophone.

Golf Fanatic ! I play in a number of competitive amateur events annually.

Education

  • BBA, Finance, The University of Texas, Austin, TX

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I volunteer at Seven Loaves Food Pantry at St. Andrew United Methodist Church to help families in Collin County. I became involved with this organization because everyone deserves food on their table.

I participate annually in the Sherwin Williams American Heart Association golf charity.