Founded in 1994 and consists of highly credentialed and skilled Financial Advisors who practice, as “client advocates” in assisting you with your complex financial needs on both the corporate and personal level. The Financial Advisors of the Firm utilize their ongoing education, business experiences and the resources of their corporate affiliates to assist you in the creation and management of you
r assets, as well as the generational transfer of closely held businesses and substantial holdings. The Firm’s Wealth Management approach enables you to utilize Lawless, Edwards & Warren to manage all facets of your financial life. Financial advice that is coordinated and complementary to your entire situation ranging from, personal and family, as well as corporate and philanthropic needs. Our Philosophy:
All members of our firm are fully committed to the constant delivery of unparalleled comprehensive service to you. This commitment empowers our organization to operate on your behalf as your “Personal Chief Financial Officer”. We offer dedicated, creative, professional financial problem solving: Your key to financial security and personal peace of mind. Who We Serve:
Individuals, Families, Corporations and Institutions. Most clients prefer our unique approach to service and engagement. In sharp contrast to mass marketing and impersonal seminar tactics, we work through personal and business introductions. Referrals from our clients and professional relationships with other advisors are our greatest asset. Securities and investment advisory services are offered solely through Ameritas Investment Corp. Member FINRA (http://www.finra.org/)/SIPC(http://www.sipc.org). AIC and Lawless, Edwards & Warren are not affiliated. Additional products and services may be available through Lawless, Edwards & Warren that are not offered through AIC. Securities products are limited to residents of AL, AZ, AR, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, MD, MA, MI, MO, NJ, NV, NY, NC, OH, PA, SC, TX,VA, WA, WV & WI. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Lawless, Edwards & Warren will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
