Michelle Lawrence

Client Service Associate II at Edelman Financial Engines - Santa Clara, California, US

Michelle Lawrence's Colleagues at Edelman Financial Engines
Robert Bowman

Director, Financial Planning

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Brian Rafferty

Portfolio Accounting Manager

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Matthew Preddy

Director, Financial Planning

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Kenric Vezina

Client Service Associate

Contact Kenric Vezina

Edwin Cornejo

Senior Commissions Analyst

Contact Edwin Cornejo

Lipika Swarup

Financial Planning Analyst

Contact Lipika Swarup

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Michelle Lawrence's Contact Details
HQ
(408) 498-6000
Location
Centreville, Virginia, United States
Company
Edelman Financial Engines
Michelle Lawrence's Company Details

Edelman Financial Engines

Santa Clara, California, US • 1602 Employees
Financial Services

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Wealth Management Personalized Financial Advice Family Financial Planning Wealth Management Australia
Details about Edelman Financial Engines
Frequently Asked Questions about Michelle Lawrence
Michelle Lawrence currently works for Edelman Financial Engines.
Michelle Lawrence's role at Edelman Financial Engines is Client Service Associate II.
Michelle Lawrence's email address is ***@edelmanfinancial.com. To view Michelle Lawrence's full email address, please signup to ConnectPlex.
Michelle Lawrence works in the Financial Services industry.
Michelle Lawrence's colleagues at Edelman Financial Engines are Aaron Galbraith, Robert Bowman, Brian Rafferty, Matthew Preddy, Kenric Vezina, Edwin Cornejo, Lipika Swarup and others.
Michelle Lawrence's phone number is (408) 498-6000
See more information about Michelle Lawrence