Financial Advisors
Raleigh, NC
Trevor Lawson is a CFP®-certified financial advisor in Raleigh specializing in comprehensive financial planning, retirement strategy, investment management, and wealth preservation. With credentials including AIF®, ChFC®, CDFA®, and others, he helps individuals and families align their finances with their life goals through personalized planning and ongoing advisory relationships.
Ideal for: Individuals and families seeking comprehensive financial planning, retirees and pre-retirees planning retirement income, divorced individuals needing specialized financial guidance, high-net-worth clients focused on wealth preservation
Service area: Raleigh, NC and surrounding areas
CFP® and Multiple Advanced Credentials: Trevor holds CFP® certification along with AIF®, ChFC®, CDFA®, CLU®, RICP®, and TPCP® designations, demonstrating deep expertise across financial planning, divorce planning, charitable giving, and tax strategy.
Comprehensive Planning Approach: Offers integrated financial planning that covers retirement strategy, investment management, estate planning considerations, and tax-efficient wealth preservation tailored to individual life circumstances.
Address: 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
Phone: (919) 719-3816
Website: trevor-lawson.com
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