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Jon Lawrence is listed as Senior Vice President, Financial Advisor with the Northcoast Wealth Management Group at Morgan Stanley at Morgan Stanley, a company with 78669 employees, based in Greater Cleveland, United States, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Jon Lawrence.
Jon Lawrence previously worked as Senior Vice President - Wealth Management, Financial Advisor at Morgan Stanley and Director - NorthEast Ohio at Merrill Lynch. Jon Lawrence holds Bachelor Of Science - Finance, Finance from University Of Dayton.
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Senior Vice President - Wealth Management - Morgan Stanley With more than 35 years of experience in the financial services industry, Jon brings a wealth of knowledge and a broad perspective of the investment world to our clients. While he has enjoyed success in numerous leadership positions over the years, Jon finds the greatest joy in serving clients and helping them articulate and achieve their most important goals. Jon began his career as a Financial Advisor at E.F. Hutton in 1987 in his hometown of Buffalo, NY. During his tenure with successor firms, he steadily grew into leadership roles beginning in 1992 and culminating in 2009 as Director of Northeast Ohio for all Morgan Stanley operations and member of the Firm’s National Branch Manager Council. Jon then spent 5½ years leading Bank of America/Merrill Lynch in Northeast Ohio, where he oversaw 13 offices, 300 employees and $25 billion in client assets before returning to Morgan Stanley to join the Terrell Lawrence Group and subsequently joined North Coast Wealth Management Group. Jon earned his degree in Finance from University of Dayton. Jon and his wife, Melanie, have been married since 1990. They spend time in Naples, FLA as well as Chagrin Falls, OH where their two daughters, Danielle and Erika, reside. Outside of work, Jon enjoys pickleball, golf, biking and travel. In addition, Jon is active at Parkside Church and serves philanthropically as a Board Member of True Freedom Ministries.
Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Series 63, and 26 others.
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Pepper Pike, Ohio
© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not.
Pepper Pike OH
Led Northeast Ohio Complex for Bank of America/Merrill Lynch. Complex comprised of thirteen offices and approximately 200 experienced Financial Advisors as well as more than 100 Client Associates and seasoned Office Management Team.
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
Hannah Garriga, Cfa
Colleague at Morgan StanleyUnited States, United States
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Matthew Freeman
Colleague at Morgan StanleyUnited States, United States
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Saksham Arora
Colleague at Morgan StanleyGurugram, Haryana, India, India
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John Shadden, Cima®
Colleague at Morgan StanleyLos Angeles, California, United States, United States
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Cindy Huang Engle
Colleague at Morgan StanleyPalm Harbor, Florida, United States, United States
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Heidi Gregory
Colleague at Morgan StanleyAvon, Connecticut, United States, United States
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Sarah Berry-Barden
Colleague at Morgan StanleyValrico, Florida, United States, United States
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Chintan Mistry
Colleague at Morgan StanleyThane, Maharashtra, India, India
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Apurva Bamne
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
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Ajith Mukundan
Colleague at Morgan StanleyBengaluru, Karnataka, India, India
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Quick answers generated from the profile data available on this page.
Jon Lawrence works for Morgan Stanley.
Jon Lawrence is listed as Senior Vice President, Financial Advisor with the Northcoast Wealth Management Group at Morgan Stanley at Morgan Stanley.
AeroLeads has found 1 work email signal at @morganstanley.com for Jon Lawrence at Morgan Stanley.
Jon Lawrence is based in Greater Cleveland, United States, United States while working with Morgan Stanley.
Jon Lawrence has worked for Morgan Stanley, Merrill Lynch, and Morgan Stanley Smith Barney.
Jon Lawrence's colleagues at Morgan Stanley include Hannah Garriga, Cfa, Matthew Freeman, Saksham Arora, John Shadden, Cima®, and Cindy Huang Engle.
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Jon Lawrence holds Bachelor Of Science - Finance, Finance from University Of Dayton.
Jon Lawrence is listed with skills including Alternative Investments, Estate Planning, Financial Advisory, Series 63, Fixed Income, Retirement Planning, Financial Planning, and Wealth Management Services.
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