Charlotte, NC - Wealth Management

W. Lawrence Richmond

Financial Advisor, Director

Mr. Richmond has over 30 years of experience in the financial services industry. He applies his wealth management and analytical experience to structure asset allocation models and investment portfolios that are customized to help meet each clients specific financial needs and objectives.

Experience:

  • Morgan Stanley, Institutional Equity Sales
  • Montgomery Securities, Vice President
  • UBS Securities, Director
  • ABN Amro, Managing Director
  • Morgan Stanley PWM, Executive Director

Education:

  • Tulane University, BA, Economics

Contact:

 

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