Edward Jones - Financial Advisor: Robert Lawrence

Edward Jones - Financial Advisor: Robert Lawrence Financial Advisor | Principal | Regional Leader I can help you prioritize your needs, define your goals and work towards executing your strategy.

Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include making sure you’ve saved enough for retirement, leaving something for your heirs or something else? I’ve been a member of the Edward Jones family for over 13 years. I became a limited partner with Edward Jones in 2015 and a Principal in 2023. I h

ave been a member of our regional leadership team since 2013 and was named Regional Leader in 2022, responsible for the performance and growth of our Metro Richmond market consisting of about 70 branch teams. I earned a bachelor’s degree in business administration from the University of South Carolina in 2009. In addition, I received the AAMS® professional designation in 2013. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. On a personal note, my wife, Michelle, and I reside in West Point with our daughter, Mikayla. We spend all the time we can together as a family and enjoy participating in local community events. I am passionate about serving the community and am currently a councilman for the Town of West Point, a board member of the West Point Economic Development Authority, and past president of the Rotary Club of West Point. My team of Tricia Orenstein and Taylor Bloom, are dedicated to providing an ideal client experience, focusing on learning what matters most to our clients.

​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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As expected, March 16 the Federal Reserve raised the benchmark federal funds rate by 0.25%, the central bank’s first hik...
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As expected, March 16 the Federal Reserve raised the benchmark federal funds rate by 0.25%, the central bank’s first hike since 2018.

Implications for investors

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01/22/2021

Sorting fact from fiction [EDJ2021]

Let's start working toward your goals today. Give me a call to set up an appointment.

Take a look at our perspective on market and economic topics, then let's talk so we can help you make decisions affectin...
10/23/2020

Take a look at our perspective on market and economic topics, then let's talk so we can help you make decisions affecting your long-term financial strategy.

We think the new bull market has legs, but we expect periodic setbacks as well.

The 2020 election is making headlines. But when it comes to your portfolio, your financial goals, not the election, shou...
09/10/2020

The 2020 election is making headlines. But when it comes to your portfolio, your financial goals, not the election, should be your guide.

Does this election matter? Yes. But history shows us the fundamental factors – such as economic growth, rising corporate profits and interest rate conditions – are the more powerful and lasting determinant of market performance.

The legislation provides $350 billion to help small businesses – those with fewer than 500 employees – retain workers an...
04/17/2020

The legislation provides $350 billion to help small businesses – those with fewer than 500 employees – retain workers and avoid closing up shop.

These are challenging times, and that’s especially true for business owners. We’re here to help in any way possible.

From direct payments and unemployment assistance to student loan payment suspensions and retirement account changes, her...
04/03/2020

From direct payments and unemployment assistance to student loan payment suspensions and retirement account changes, here are a few ways the government is offering financial stability and relief during this time.

Let's consider key parts of this as part of your financial strategy. Give me a call.

Don't let these six emotional investing behaviors derail your journey to reach your long-term goals.
03/19/2020

Don't let these six emotional investing behaviors derail your journey to reach your long-term goals.

Let's review your goals together, and come up with a plan to help you stay committed to your investment strategy.

Stocks were down more than 2% on Monday (Feb. 24) as coronavirus fears infected the equity market. We believe the econom...
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Stocks were down more than 2% on Monday (Feb. 24) as coronavirus fears infected the equity market. We believe the economic impact is meaningful – but temporary.

Read our latest guidance on market uncertainty and investing for the long term.

Here's a helpful guide to this retirement and savings bill that just became effective.
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Here's a helpful guide to this retirement and savings bill that just became effective.

Could these new rules impact your financial goals? Give me a call to discuss.

Are you wondering what to expect from the markets in 2020?
12/24/2019

Are you wondering what to expect from the markets in 2020?

The markets have seen their share of good and bad news in 2019. What can investors expect in the new year? Investment Strategist Nela Richardson details four areas you should watch in 2020.

10/08/2019

September's jobs report, which provided some assurance that despite a slowdown in hiring, the labor market remains tight, a positive for consumers and the economy.

Take a look at our update.

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