To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. ![]() *The Certified Financial Planner Board of Standards Inc. The Lakeview Funeral Home and Cremation Service in Fairmont is assisting the family with arrangements. My team and I look forward to hearing from you. Lawson passed away unexpectedly on Friday evening, May 6, 2022. This is complimented with an understanding of what is most important to you and what are you looking to accomplish now and into the future.įor a complimentary 15-minute phone or zoom conversation with me, please call the office number below. Prior to engaging with a prospective client, I conduct a deep analysis of the individual's lifestyle, goals and aspirations. My approach to working with clients is threefold: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. I opened my practice to deliver an unsurpassed experience to my clients. I also hold the CRPC™, CRPS™ and AAMS™ designations. ![]() In addition to my graduate degree, I earned the CERTIFIED FINANCIAL PLANNER™, CFP®*, certification. ![]() I continued on to graduate school where I obtained a master's in financial planning. A little background: I attended the University of Alabama in Birmingham, where I earned a bachelor’s degree studying business. I have extensive education and the experience required to help you accomplish your financial goals. Louis, I moved to Atlanta with my wife and children to open a branch office for Edward Jones in 2015. After working at the Edward Jones headquarters in St. I joined Edward Jones following in the footsteps of my father-in-law who opened an Edward Jones office in Hartsville, SC back in 1984.
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