Kelly Lawrence

Kelly Lawrence

Sr. Private Wealth Advisor

 

Mr. Kelly Lawrence, brings over 15yrs of experience in the private investing & financial services industry to NobleBridgeWealth Management, LLC. He has notable experience working with institutional, corporate and retail clients. He’s very passionate about educating his clients on their personal finances & building wealth. His practice works with successful families, career transitioning professionals, business owners, & retirees. Kelly brings a wealth of knowledge and a true passion for helping client ‘s achieve the lifestyle they deserve. His practice specializes in private banking and financing, retirement income planning, investment management, and tax-control strategies.

Kelly graduated from South Carolina State University with Bachelor of Science in Business Economics. Kelly is an active member of The Harvey Gantt Center, The Arts & Science Council of Charlotte, former board member of Olympic High Academy of Finance, and a volunteer for Charlotte-Mecklenburg Schools. Kelly has over the years maintained an active license series 7, 6, 63, 66and is a N.C. Life & Health insurance agent. During his free time Kelly enjoys cheering on his NY Giants, spending time with family, and traveling. Kelly is a resident of Charlotte’s -Mallard Creek Area.
 

About Us

We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

Contact

28 Valley Road

Montclair, NJ 07042

Email: info@noblebridgewealth.com
Phone: 866-798-0354

Check the background of our investment professionals on FINRA's Broker Check.


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