Patrick Lawlor - Cfa®, Cfp®
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Patrick Lawlor - Cfa®, Cfp® Email & Phone Number

Head of Mergers and Acquisitions at Savant Wealth Management
Location: Greater Chicago Area, United States, United States 8 work roles 1 school
1 work email found @savantwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email p****@savantwealth.com
LinkedIn Profile matched
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Current company
Savant Wealth Management
Role
Head of Mergers and Acquisitions
Location
Greater Chicago Area, United States, United States
Company size
160 employees

Who is Patrick Lawlor - Cfa®, Cfp®? Overview

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Quick answer

Patrick Lawlor - Cfa®, Cfp® is listed as Head of Mergers and Acquisitions at Savant Wealth Management, a company with 160 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at savantwealth.com and a matched LinkedIn profile for Patrick Lawlor - Cfa®, Cfp®.

Patrick Lawlor - Cfa®, Cfp® previously worked as President and Head of Mergers and Acquisitions at The Mather Group, Llc and Managing Director of Chicago at Alpha Fiduciary. Patrick Lawlor - Cfa®, Cfp® holds Bachelor Of Science, Finance from University Of Illinois Urbana-Champaign.

Company email context

Email format at Savant Wealth Management

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*@savantwealth.com
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AeroLeads found 1 current-domain work email signal for Patrick Lawlor - Cfa®, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Patrick Lawlor - Cfa®, Cfp®

𝐂𝐀𝐑𝐄𝐄𝐑 𝐒𝐔𝐌𝐌𝐀𝐑𝐘Senior Executive with over 25 years of diversified expertise in the Wealth Management industry working with senior management to drive value for both the firm’s clients and equity stakeholders. I have extensive experience in all areas of the fee-only financial services industry including investment management, retirement/financial planning, business development, and strategic growth initiatives.

Current workplace

Patrick Lawlor - Cfa®, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Savant Wealth Management
Savant Wealth Management
Head of Mergers and Acquisitions
rockford, illinois, united states
Website
savantwealth.com
Employees
160
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Company profile
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8 roles

Patrick Lawlor - Cfa®, Cfp® work experience

A career timeline built from the work history available for this profile.

Head Of Mergers And Acquisitions

Current
Savant Wealth Management

Rockford, Illinois, United States

Jan 2023 - Present

President And Head Of Mergers And Acquisitions

The Mather Group, Llc

Chicago, Illinois, United States

Sep 2017 - Jul 2022

Managing Director Of Chicago

Alpha Fiduciary

Deerfield, Illinois, United States

Mar 2015 - Sep 2017

President – (Formerly Director Of Research And Client Service)

Leavitt Capital Management, Inc.

Northbrook, Illinois, United States

Mar 2005 - Feb 2015

Vice President

Abn-Amro Asset Management

Chicago, Illinois, United States

Jul 1999 - Mar 2005

Financial Planner

Dinverno & Foltz Financial Group

Oak Brook, Illinois, United States

Nov 1998 - Jul 1999

Trust Investment Officer

Lasalle National Bank/Abn Amro

Chicago, Illinois, United States

Jul 1997 - Nov 1998

Commercial Credit Analyst

Lasalle National Bank/Abn Amro

Chicago, Illinois, United States

Jul 1994 - Jul 1997
Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 160 employees →

TH Theresa Harezlak Theresa Harezlak Colleague at Savant Wealth Management Rockford, Illinois, United States, United States View → AV Aaron Vaiden Aaron Vaiden Colleague at Savant Wealth Management Greater Rockford Area, United States View → JG Jeris Gaston Cfp® Crpc® Jeris Gaston Cfp® Crpc® Colleague at Savant Wealth Management Birmingham, Alabama, United States, United States View → KA Kyra Adrian Kyra Adrian Colleague at Savant Wealth Management Madison, Wisconsin, United States, United States View → TB Tawn Bush Tawn Bush Colleague at Savant Wealth Management Crystal Lake, Illinois, United States, United States View → JV John Viola John Viola Colleague at Savant Wealth Management Franklin, Massachusetts, United States, United States View → LT Laura Taylor Laura Taylor Colleague at Savant Wealth Management Atlanta, Georgia, United States, United States View → SL Stephen Lorence, Cfp® Stephen Lorence, Cfp® Colleague at Savant Wealth Management Rockford, Illinois, United States, United States View → SM Scott Michael, Cfp®, Aif® Scott Michael, Cfp®, Aif® Colleague at Savant Wealth Management York, Pennsylvania, United States, United States View → SB Stephanie Baxter Stephanie Baxter Colleague at Savant Wealth Management Arlington Heights, Illinois, United States, United States View →
1 education record

Patrick Lawlor - Cfa®, Cfp® education

FAQ

Frequently asked questions about Patrick Lawlor - Cfa®, Cfp®

Quick answers generated from the profile data available on this page.

What company does Patrick Lawlor - Cfa®, Cfp® work for?

Patrick Lawlor - Cfa®, Cfp® works for Savant Wealth Management.

What is Patrick Lawlor - Cfa®, Cfp®'s role at Savant Wealth Management?

Patrick Lawlor - Cfa®, Cfp® is listed as Head of Mergers and Acquisitions at Savant Wealth Management.

What is Patrick Lawlor - Cfa®, Cfp®'s email address?

AeroLeads has found 1 work email signal at @savantwealth.com for Patrick Lawlor - Cfa®, Cfp® at Savant Wealth Management.

Where is Patrick Lawlor - Cfa®, Cfp® based?

Patrick Lawlor - Cfa®, Cfp® is based in Greater Chicago Area, United States, United States while working with Savant Wealth Management.

What companies has Patrick Lawlor - Cfa®, Cfp® worked for?

Patrick Lawlor - Cfa®, Cfp® has worked for Savant Wealth Management, The Mather Group, Llc, Alpha Fiduciary, Leavitt Capital Management, Inc., and Abn-Amro Asset Management.

Who are Patrick Lawlor - Cfa®, Cfp®'s colleagues at Savant Wealth Management?

Patrick Lawlor - Cfa®, Cfp®'s colleagues at Savant Wealth Management include Theresa Harezlak, Aaron Vaiden, Jeris Gaston Cfp® Crpc®, Kyra Adrian, and Tawn Bush.

How can I contact Patrick Lawlor - Cfa®, Cfp®?

You can use AeroLeads to view verified contact signals for Patrick Lawlor - Cfa®, Cfp® at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Patrick Lawlor - Cfa®, Cfp® attend?

Patrick Lawlor - Cfa®, Cfp® holds Bachelor Of Science, Finance from University Of Illinois Urbana-Champaign.

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