Alan Lawrence

Background

About Alan Lawrence

I enjoy helping my clients with strategies designed to build and preserve wealth. I assist them with building a comprehensive wealth management plan and seek to propose the most appropriate investments to meet their portfolio objectives. Emphasizing a high-touch service model, accessibility and responsiveness, I am an informed professional who helps guide my clientele through today’s challenges and opportunities. One of my greatest pleasures over the years has been actually seeing my clients put a child through college or buy the vacation home they had saved for, as a goal from their investment plan leaves the printed page and becomes reality.Specialties:*Retirement Planning*Deferred Compensation Plans*Investment StrategiesBusiness-Succession Planning*Asset Allocation*Insurance*Business-Owner PlanningI enjoy performing classical and chamber music in my spare time. My wife and I live in Edmonds, Washington near our three adult children and two grandchildren. We enjoy myriad Pacific Northwest activities including running, boating, attending and performing in concerts, skiing and travel.You have access to additional resources available through affiliates, including trust and estate services, insurance products*, and much more. This information is intended for use by residents of AR, AZ, CA, CO, CT, FL, HI, ID, IN, MA, MD, MN, MO, MT, NM, NV, NY, OR, TX, VA, and WA only.For more information about how I may be able to help you pursue your financial goals, please contact me by e-mail at alan.lawrence@wellsfargo.com or by phone and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social