GREG LAWRENCE began his career in financial services in 1999, and has always acted as an Independent Advisor, placing the goals and concerns of his clients as his top priority. Greg remains committed to educating his clients and developing strategies designed to help them achieve their personal and professional objectives - now and in the future. He understands that there is a universe of investment vehicles and you have to have a partner who imparts knowledge and instills confidence so you are comfortable with your course.
As a former Marine, Greg understands the importance of discipline. Discipline helps ensure no detail is overlooked. There is great pride in the level of professionalism attached to every task – and the personal attention he gives to every client. As a husband and father of two, he understands the importance of planning for the future so you have the peace of mind that your loved ones are protected.
Greg holds a Series 7 and Series 66 license as well as a life and health insurance license. He is also an Accredited Agent of the Veterans’ Administration.