Who We Are | Lawrence Wealth Mana

John Lawrence

Chief Investment Officer, Series 65 Fiduciary

John prides himself on doing exactly what he says he will do. That commitment is at the heart of every relationship with a client or family who honors J.A. Lawrence Wealth Management with their trust.

John believes every client should understand one thing from the beginning: you are the CEO of this partnership. At best, John is your CFO—your Chief Financial Officer. His role is to provide guidance, communicate clearly, and help execute the financial objectives you establish together.

That also means accountability. If the firm fails to communicate, fails to treat you with respect, or fails to deliver on the objectives you’ve agreed upon, then the CEO has every right to fire the CFO.

For more information regarding investment philosophy please visit our page titled: Investment Philosophy.

Mollie Lawrence

Chief Operations Officer

Mollie is originally from Atlanta, Georgia, and graduated from the University of Georgia with a degree in linguistics before going on to attend medical school.

She is the architect behind the back office at J.A. Lawrence Wealth Management, building the systems and processes that allow us to provide exceptional service to more than 100 families who have placed their trust in J.A. Lawrence Wealth Management.

From compliance—which is far more involved than most people realize—to client service, scheduling, and the countless details that happen behind the scenes.