Robert (Bob) P. Lawson, Cpa, Cfp®, Mba Email and Phone Number
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba work email
- Valid
- Valid
- Valid
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba personal email
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba phone numbers
My goal is for clients to have lived a better life because I am in their life. I seek to build positive personal and business relationships with all types of people. I believe a team approach is the best way to serve successful high-net-worth families by collaborating with CPAs, attorneys, and insurance professionals to create and execute innovative solutions enhancing the client experience. I value integrity and strive to do the right thing, not the easy thing. I seek to earn the trust of others and innately trust and believe in people. As a leader, I am a planful and thoughtful decision maker, an active listener, and value feedback. I follow a work hard – play hard philosophy and enjoy life. My passion is servant leadership and to always have a positive impact on people and on my work. Please contact me via email or phoneEmail: rlawson@palisadeam.comPhone: 612-455-0929
Palisade Asset Management, Llc
View- Website:
- palisadeassetmanagement.com
- Employees:
- 12
-
Principal And Director Of Client ExperiencePalisade Asset Management, LlcMinneapolis, Mn, Us
-
Principal & Director Of Client ExperiencePalisade Asset Management, Llc Sep 2020 - PresentWealth AdvisorMy primary role is to serves as a client relationship manager and wealth strategist for successful high-net-worth families, executives and business owners helping to manage and integrate all aspects of their financial life. Our mission is to provide custom advisory relationships, simplify financial complexities, and help clients manage their resources to achieve well-being and comfort. • My role is to understand what is important to you, and to understand your unique investment and financial objectives to provide the most efficient financial solutions to achieve these objectives. • Palisade utilizes an investment approach focused on high quality securities that allows us to tailor investment solutions best matched to each client’s growth and cash flow objectives, while managing risk. • We provide comprehensive client centered advisory services including a full range of family office services, entity management, tax planning, financial and estate planning, and philanthropic planning. • Palisade’s investment philosophy is based on a belief that investing in a spectrum of high quality securities, bought at reasonable prices, will produce more efficient long-term performance results with lower market volatility. Emphasis is placed on valuation by looking for high quality companies with stability of earnings, and in most cases, dividend growth.
-
Director Of Wealth Advisors And Senior Wealth AdvisorVector Wealth Management Jul 2018 - Jul 2020Minneapolis, Mn - Minnesota, UsLed team of nine Wealth Advisors responsible for business development, client retention, integrated wealth management and client experience excellence, serving over $1 billion of assets under management. Assets under management approximately doubled in less than four years through new business growth and a successful merger. Vector is a Registered Investment Advisor and serves as a fiduciary acting solely in the interest of their clients through customized investment management, strategic financial planning, and personal consultation. Led weekly Advisor Group L10 meetings, scorecard reviews, rock implementation, development of Advisor metrics, and quarterly conversations as part of Vector’s implementation of Traction - Entrepreneurial Operating System. Served as member of Vector's Investment Committee. -
Senior Wealth AdvisorVector Wealth Management Oct 2016 - Jun 2018Minneapolis, Mn - Minnesota, UsLed development of new Vector Wealth Management website and managed overall process of digital marketing, search engine optimization and on-line lead generation programs. Led branding and development of Vector marketing materials for website, on-line marketing, prospect materials, client education, custodial partners communication, client invitations, and Vector University. Senior Wealth Advisor on key relationships leading client service teams to deliver client experience excellence. Served as business development lead advisor in closing prospect opportunities.
-
President & Ceo - MinnesotaThe Northern Trust Company Jun 2015 - Apr 2016Chicago, Illinois, UsLed Minnesota team in providing wealth management services to high-net-worth clients, including goals-based investment management, fiduciary and trust services, private and commercial banking, risk management, and financial and estate planning. Developed and implemented seven strategic priorities for Minnesota market resulting in clear direction, clear focus, and accountability. Built key relationships and partnered with other division leaders to source new business and serve as local liaison for other business units. Implemented targeted centers of influence strategy, partnering with referral sources of CPAs, attorneys and other professionals. Oversaw talent acquisition and performance of individuals, as well as performance of entire team. Managed profit and loss of Minnesota market. -
Svp, Managing Director Of Wealth Management AdvisorsU.S. Bank, The Private Client Reserve Nov 2008 - Jun 2015Minneapolis, Mn, UsGuided team through successful segmentation transition to new wealth management service model, The Private Client Reserve. Led team of Wealth Management Advisors (WMAs) and support staff in providing services to high-net-worth clients, including investment management, fiduciary and trust services, private banking, risk management, and financial and estate planning. Served as WMA to select group of key clients of the bank and senior executives of the bank. Developed team priorities and strategic action plans to retain and grow business. Directed and fostered relationships and informal partnerships with centers of influence including CPAs and attorneys. Oversaw talent acquisition and performance of individuals, as well as performance of team as whole. Initiated leadership role working with other Twin City leaders to enhance client experience throughout market. Cultivated relationships with internal partners from other divisions throughout the bank to collaborate on new business opportunities including, non-profit banking, correspondence banking, commercial banking, corporate banking, small-business banking, and mortgage banking. -
Vp, Wealth Strategist, Head Of Financial And Estate PlanningU.S. Trust Jun 2005 - Oct 2008UsLed Midwest Region financial and estate planning team serving 500 high net worth families with $2 billion in assets under management. Designed and implemented financial and estate planning strategies for high net worth and ultra high net worth families and senior corporate executives. Designed technology improvements to enhance efficiency, accuracy, and visual appeal of planning output. Cultivated fiduciary, banking, and investment management business development opportunities through identification and implementation of planning strategies. -
Financial AdvisorBoulay Financial Advisors Aug 2004 - Jun 2005Eden Prairie, Minnesota, UsDesigned and managed investment portfolios utilizing mutual funds, individual securities, separate account managers and alternative investments. Developed and implemented comprehensive financial planning strategies integrating investments, cash flow, tax efficiency, retirement planning, estate planning and risk management. Served as member of the Investment Committee directing the firm's investment strategy. -
President And FounderLawson Financial, Llc Jan 2002 - Aug 2004Created company to serve personal clients as Financial Advisor concurrent with my role at Capital Professional Advisors, Inc.
-
Vp, Business Development And Head Of Ria Business LineCapital Professional Advisors, Inc. May 2000 - May 2004Led Business Development and RIA business line of start-up company serving as back office for CPA firms expanding into investments and insurance. Evaluated, negotiated, and delivered strategic product and service offerings and partnerships. Designed and implemented marketing strategies, tools and templates, corporate Website development, and corporate communications. Developed and implemented national training program for member firms advisors. Chaired Investment Committee directing overall product and service offering.
-
Finance ManagerUps Jun 1985 - May 2000Atlanta, Ga, UsManaged staff responsible for cost and profit planning, monitoring, analysis, and reporting on financial health of Minnesota District with a $310 million annual budget. Presented educational training seminars to management and employee groups on employee stock ownership plan, stock option plan, 401(k) plan, pension plan, and UPS IPO. Designed, developed, and implemented re-engineering process to improve efficiency and quality of payroll processing corporate-wide, resulting in savings of $1,000,000 for first nine months following implementation. Directed ten supervisors and 130 employees responsible for traditional finance and accounting processes and compliance. Previous positions include special projects manager, accounting supervisor, package delivery driver, part-time operations supervisor, and loader.
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba Skills
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba Education Details
-
University Of St. ThomasFinance -
University Of Minnesota - Carlson School Of ManagementAccounting
Frequently Asked Questions about Robert (Bob) P. Lawson, Cpa, Cfp®, Mba
What company does Robert (Bob) P. Lawson, Cpa, Cfp®, Mba work for?
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba works for Palisade Asset Management, Llc
What is Robert (Bob) P. Lawson, Cpa, Cfp®, Mba's role at the current company?
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba's current role is Principal and Director of Client Experience.
What is Robert (Bob) P. Lawson, Cpa, Cfp®, Mba's email address?
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba's email address is rl****@****lth.com
What is Robert (Bob) P. Lawson, Cpa, Cfp®, Mba's direct phone number?
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba's direct phone number is (404) 588*****
What schools did Robert (Bob) P. Lawson, Cpa, Cfp®, Mba attend?
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba attended University Of St. Thomas, University Of Minnesota - Carlson School Of Management.
What are some of Robert (Bob) P. Lawson, Cpa, Cfp®, Mba's interests?
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba has interest in P90x, Spending Time At The Cabin, Reading, Arts And Culture, Completed 7 Marathons, Lead Guitar Player In Popbang, The Soul Trustees, Children, Cooking, Education.
What skills is Robert (Bob) P. Lawson, Cpa, Cfp®, Mba known for?
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba has skills like Team Leadership, Wealth Management Services, Business Development, Personal Financial Planning, Wealth Transfer, Estate Planning, Charitable Gift Planning, Financial Planning, Retirement Planning, Investments, Investment Management, Investment Strategies.
Who are Robert (Bob) P. Lawson, Cpa, Cfp®, Mba's colleagues?
Robert (Bob) P. Lawson, Cpa, Cfp®, Mba's colleagues are Jennifer Fischer, Jennifer Mccord, Cfa, Caia, Kristen Starkman, Peter Rocca, Kristen Starkman, Diane Andrajack, Josiah Larson, Cfp®.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial