Lawrence Bogar, Aep, Awma, Email & Phone Number

Lawrence K. Bogar is a Chartered Financial Consultant and an Accredited Estate Planner. He is also an Accredited Wealth Management Advisor and an Accredited Asset Management Specialist, both designations awarded by the College of Financial Planning. He has earned his Fellowship with the Life Underwriter’s Training Council. Over the past 29 years Lawrence has advised and counseled clients on investment and insurance matters. By leveraging the expertise and resources of the Wunderlich Wealth Management Group, Lawrence works to guide business owners, their families and key employees through the succession and exit planning processes. His other areas of focus include intergenerational planning, wealth preservation strategies and estate planning strategies.Established in 1996, Wunderlich provides individuals, corporations and institutional clients with wealth management, equity research and investment banking, and fixed income sales and trading. Wunderlich, headquartered in Memphis, Tennessee, has over 25 offices in 17 states and 500 associated professionals. Additional information can be found at www.wunderlichonline.com .

Listed skills include Estate Planning, Investments, Wealth Management, Retirement, and 11 others.