Brion Lawler, CFP

Brion Lawler is a Certified Financial Planner® Professional. Brion has dedicated over 20 years to helping his clients meet their financial needs. Whether they are planning for retirement, saving for their children's or grandchildren's education, or looking to preserve their wealth; Brion can help clients make informed decisions on their investment strategies. He enjoys making the complex, simple.

Brion has a passion for working together with his clients to discuss financial strategies designed to fit their unique situations. He specializes in discretionary advisory services through the Private Investment Management program. As Brion helps navigate through the complexities of clients’ financial circumstances, he seeks to establish trusted relationships with his clients and serve them by keeping their best interest as his central focus.

Before entering the financial services industry, Brion graduated from the University of Buffalo with a bachelor’s degree in molecular biology. He worked as a Medical Technologist in hospitals and at the America Red Cross in the Charlotte, NC area. In 2004, Brion then changed careers and moved into the financial services industry, where he began working as a Financial Advisor and Insurance Specialist. He is currently a Financial Advisor and Managing Director - Investments with the Palm Beach, FL, office of Wells Fargo Advisors.

Brion has been married to his wife, Laura, for 24 years, and they live in Wellington, FL with their daughter, Ana and dog, Mako. In his free time, Brion enjoys aquatic activities such as swimming, kayaking, and scuba diving.

Brion is actively involved in his local community and the surrounding area. He sits on the Board of Directors for the Greater Palm Beach County Habitat for Humanity Affiliate and the Wellington Chamber of Commerce.

 

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.