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Robert Lawrence, Financial Advisor

FINANCIAL ADVISOR
Robert J Lawrence

AAMS™
913 Main Street, West Point, VA 23181opens in a new window
Client by Referral
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Manufacturing Professionals
  • Agribusiness Professionals
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving

About Robert

Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include making sure you’ve saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs, define your goals and work towards executing your strategy.

I’ve been a member of the Edward Jones family for over 14 years. I became a limited partner with Edward Jones in 2015 and a principal in 2023. I have been an active member of our regional leadership team since 2013. I was named regional leader...

Work History

  • Edward JonesApril 2010 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of SC BeaufortBachelor of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Outdoor Enthusiast
  • Active Lifestyle
  • Golfing

Team Members

  • Taylor Bloom
    Branch Office Administrator
    FPQP®
  • Betz Slaymaker
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(804) 843-6100

Fax

(877) 717-3013

Office Address

913 Main Street
West Point, VA 23181opens in a new window

Mailing address

P O Box 908
West Point, VA 23181

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