Susan Lawrence

Senior Vice President-Investment Officer at Lawrence Investment Group of Wells Fargo Advisors, LLC

Financial Adviser at Lawrence Investment Group of Wells Fargo Advisors in Issaquah, WA

About

Over 23 years experience in financial services. I hold a CIMA® designation through a program developed by the Wharton School of Business and the Investment Management Association. I have provided investment education to many corporations. I am a member of the Washington Women’s Foundation and a past president of the BYU Management Society. Our team’s goal is to provide financial strategies that may not be already addressed and to see if more risk is being taken than is needed to pursue clients’ goals. We want our clients to help to have the lifestyle they enjoy. Our goal is to become your personal “Chief Financial Officer “(CFO). Through our wealth management services we offer Investments, Insurance and Long Term Care (through affiliates), Retirement Planning, and Corporate Benefit programs. This information is intended fro use only by residents of (AK, AZ, CA, CO, GA, HI, IA, ID, MI, MN, MT, ND, NJ, NV, NY, OR, PA, UT, VA, WA) only. Opinions and comments expressed by LinkedIn Members are those of the pe

Contact
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(425) 369-1423
Address
The Maple Street Building 1180 NW Maple Street, Suite 170 in Issaquah, WA 98027
Info
None specified

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Specialties

  • Mutual Funds
  • Retirement Planning

Background

Experience

Senior Vice President
Senior Vice President-Investment Officer Lawrence Investment Group of Wells Fargo Advisors, LLC

Education

University of Pennsylvania - The Wharton School