John Lawrence CFP®
CAVE CREEK,United States
Summary
Collaborative Finance professional with 15 years of expertise helping clients attain financial goals. Maintains open and positive relationships with current and prospective clients with regular follow up. . Exceptional knowledge in wealth management, estate planning and investment.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Sales Associate
Vanguard
01.2023 - Current
- Established and maintained relationships with existing non-managed clients
- Engaged with prospective investors through outreach efforts.
- Trained, coached, and mentored new sales associates for maximum performance.
- Generated sales leads and cold called potential customers.
Financial Advisor Specialist
Vanguard
01.2017 - 01.2023
- Successfully oversaw a portfolio of clients with assets ranging from $500k to $5 million
- Managed a book of more than 260 households, providing financial advice and solutions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Investment Consultant
Vanguard
01.2011 - 01.2017
- Spearheaded the smooth transfer of assets and rollovers, ranging from $100,000 to $5 Million, for internal and external clients
- Ensured optimal investment strategies and facilitated rollovers to an IRA at Vanguard for participants in Vanguard 401ks.
Investment Specialist
Vanguard
01.2010 - 01.2011
- Assisted clients transferring assets of less than $100,000
- Developed training material for new employees.
Client Relationship Associate
Vanguard
01.2008 - 01.2010
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Resolved concerns with products or services to help with retention and drive sales.
- Business coach
Education
Psychology -
University of Arizona
Tucson, AZ05.2007
Skills
- Retirement needs
- Client Relations
- Pipeline Management
- Investment planning
- Cash Flow analysis
- Debt management
Certification
Series 7
Series 63
CFP® Professional
Timeline
Senior Sales Associate
Vanguard
01.2023 - Current
Financial Advisor Specialist
Vanguard
01.2017 - 01.2023
Investment Consultant
Vanguard
01.2011 - 01.2017
Investment Specialist
Vanguard
01.2010 - 01.2011
Client Relationship Associate
Vanguard
01.2008 - 01.2010
Psychology -
University of Arizona
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