Samuel G. Lawson Iii, Cfp®
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Samuel G. Lawson Iii, Cfp® Email & Phone Number

Senior Analyst - Payment Compliance at Parallon
Location: Greater Richmond Region, United States 5 work roles 1 school
2 work emails found @parallon.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email s****@parallon.com
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Current company
Parallon
Role
Senior Analyst - Payment Compliance
Location
Greater Richmond Region, United States
Company size
6668 employees

Who is Samuel G. Lawson Iii, Cfp®? Overview

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Quick answer

Samuel G. Lawson Iii, Cfp® is listed as Senior Analyst - Payment Compliance at Parallon, a with 6668 employees, based in Greater Richmond Region, United States. AeroLeads shows a work email signal at parallon.com and a matched LinkedIn profile for Samuel G. Lawson Iii, Cfp®.

Samuel G. Lawson Iii, Cfp® previously worked as SAP HR Analyst at Altria and Finance / Insurance Advisor Support at James River Wealth Advisors. Samuel G. Lawson Iii, Cfp® holds Bachelor Of Arts (Ba), Economics & Business Management from Virginia Military Institute.

Company email context

Email format at Parallon

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*@parallon.com
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AeroLeads found 2 current-domain work email signals for Samuel G. Lawson Iii, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Samuel G. Lawson Iii, Cfp®

I'm a Certified Financial Specialist with over 8 years experience in the financial and insurance industry. My background consists of financial analysis, case management, life and health insurance, and back office administration.Until recently, I managed the insurance department while providing research and analysis for Financial Advisors within the firm. I also provided case management for individual and family plans for financial and insurance reviews. Colleagues know me as a team player with the ability to work effectively on my own. I enjoy building strong working relationships with individuals and businesses and pride myself knowing that they can always rely on me to resolve their issues in a timely manner.I have a CERTIFIED FINANCIAL PLANNER™ designation with a BA from Virginia Military Institute.

Listed skills include Financial Advisory, Licensed Life Insurance, Certified Financial, Sap, and 27 others.

Current workplace

Samuel G. Lawson Iii, Cfp®'s current company

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Parallon
Parallon
Senior Analyst - Payment Compliance
nashville, tennessee, united states
Website
parallon.com
Employees
6668
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Company profile
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5 roles

Samuel G. Lawson Iii, Cfp® work experience

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

Senior Analyst - Payment Compliance

Current
Parallon

Richmond, Virginia Area

Nov 2015 - Present

Sap Hr Analyst

Altria

Richmond, Virginia

A short term contract position to run SAP HR periodical and ad hoc reports for all organizations. Coordinate reports to maintain specific company deadlines. Preform software testing for SAP updates. Create high level reports using pivot tables. Participate in special projects requested by management.

May 2015 - Jul 2015

Finance / Insurance Advisor Support

James River Wealth Advisors

Richmond, Virginia

Provide insurance support to new and existing clients. Maintain a professional working relationship with all company staff. Explain contracts and policies to potential new clients. Participate in creating new and updating existing insurance plans for individuals and businesses by reviewing and analyzing financial statements, CPA reports, and Trust documents. Maintain a strong business relationship with multiple insurance carriers, and general agencies. Prepare audits for personal and business insurance policies. Monitor and renew all insurance licenses and CE credits within the firm. Responsible for establishing a new way of collecting client data by telephone and mail for application processing. Create a new online filing system for updating client data.

Aug 2013 - Sep 2014

Account Administrator

Capital Advisory Group

Ricmond, Virginia

Provide direct operational support for Financial Advisors. Create Client Agreements and Investment Policy Statements for new and existing accounts. Handle performance reports and fee billing on a quarterly basis. Meet with clients to describe roles and duties of the relationship. Gather and review all personal and financial data to establish new accounts. Handle all cash flow and distribution needs. Prepare audits for personal and business investment clients. Maintain a professional image and attitude, contributing to a positive environment.

Jan 2008 - Aug 2013

Product Specialist

Wachovia Securities

Richmond, Virginia

Primary operational contact support​ing Financia​l ​Adv​i​sors. Troubleshoot and resolve issues concerning Fee Based products. Make recommendations on exception requests, workflow, systems, and​ processes​. Participate in​ special​ projects​ as needed. Train new hires on Wachovia’s products and services.

Mar 2006 - Dec 2007
Team & coworkers

Colleagues at Parallon

Other employees you can reach at parallon.com. View company contacts for 6668 employees →

KN Karen Norman-Conroy Karen Norman-Conroy Colleague at ParallonArgyle, Texas, United States View → JM Jesstin Mccormick Jesstin Mccormick Colleague at ParallonUnited States View → PP Pamela Porter Pamela Porter Colleague at ParallonPalestine, Texas, United States View → AL Andrea Lewis-Johnson Andrea Lewis-Johnson Colleague at ParallonCypress, Texas, United States View → GJ Gilbert Johnson Gilbert Johnson Colleague at ParallonLouisville, Kentucky, United States View → DM David Mowry David Mowry Colleague at ParallonSan Diego, California, United States View → HL Heather Lamm Heather Lamm Colleague at ParallonSt Augustine, Florida, United States View → LJ Leah Johnson Leah Johnson Colleague at ParallonMiddleburg, Florida, United States View → ES Edye Schau Edye Schau Colleague at ParallonBrentwood, Tennessee, United States View → TR Terrelle Ramsey Terrelle Ramsey Colleague at ParallonSan Antonio, Texas Metropolitan Area, United States View →
1 education record

Samuel G. Lawson Iii, Cfp® education

FAQ

Frequently asked questions about Samuel G. Lawson Iii, Cfp®

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

What company does Samuel G. Lawson Iii, Cfp® work for?

Samuel G. Lawson Iii, Cfp® works for Parallon.

What is Samuel G. Lawson Iii, Cfp®'s role at Parallon?

Samuel G. Lawson Iii, Cfp® is listed as Senior Analyst - Payment Compliance at Parallon.

What is Samuel G. Lawson Iii, Cfp®'s email address?

AeroLeads has found 2 work email signals at @parallon.com for Samuel G. Lawson Iii, Cfp® at Parallon.

Where is Samuel G. Lawson Iii, Cfp® based?

Samuel G. Lawson Iii, Cfp® is based in Greater Richmond Region, United States while working with Parallon.

What companies has Samuel G. Lawson Iii, Cfp® worked for?

Samuel G. Lawson Iii, Cfp® has worked for Parallon, Altria, James River Wealth Advisors, Capital Advisory Group, and Wachovia Securities.

Who are Samuel G. Lawson Iii, Cfp®'s colleagues at Parallon?

Samuel G. Lawson Iii, Cfp®'s colleagues at Parallon include Karen Norman-Conroy, Jesstin Mccormick, Pamela Porter, Andrea Lewis-Johnson, and Gilbert Johnson.

How can I contact Samuel G. Lawson Iii, Cfp®?

You can use AeroLeads to view verified contact signals for Samuel G. Lawson Iii, Cfp® at Parallon, including work email, phone, and LinkedIn data when available.

What schools did Samuel G. Lawson Iii, Cfp® attend?

Samuel G. Lawson Iii, Cfp® holds Bachelor Of Arts (Ba), Economics & Business Management from Virginia Military Institute.

What skills is Samuel G. Lawson Iii, Cfp® known for?

Samuel G. Lawson Iii, Cfp® is listed with skills including Financial Advisory, Licensed Life Insurance, Certified Financial, Sap, Client Counseling, Client Relations, Fixed Annuities, and Indexed Annuities.

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