David Lawless, CPA, CFP®, CKA®
Sr. Private Wealth Advisor
Houston, TX
Connect With Me
Services Offered
David Lawless is a senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Houston, Texas.
As a CERTIFIED FINANCIAL PLANNERTM certificant and 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 and son. He is on the local board of HOPE International and attends Hope Church.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.