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David Lawless

David Lawless, CPA, CWS ®

Sr. Private Wealth Advisor
Houston, TX

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

David Lawless is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Houston, Texas.

As an experienced wealth advisor to individuals, families, and businesses, David uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. David and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

In addition to serving families, individuals, and businesses, David has specific experience working with real estate and energy industry professionals giving him insight into some of the nuances related to customizing their financial plans.

Prior to joining Ronald Blue Trust, David was a senior associate at KPMG where he audited sports teams, real estate companies, and investment banks.

David earned his BBA in accounting from Texas A&M University. He also earned his master’s degree in finance from Texas A&M University in 2013.

David and his wife, Morgan, live in Houston with their daughter. He is on the local board of HOPE International and attends Hope Church.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

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