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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Trip Lawrence

Trip comes to SmartPro Financial after a decade of providing service in the insurance industry. During that time, Trip was focused on helping put people’s lives back together after they suffered damage or injury. Trip was drawn to SmartPro because he wants to more proactively help people. Trip’s mission is to help clients reach financial independence and achieve their investment goals using Dave Ramsey’s financial principles. He has the heart of a teacher and is a big Dave Ramsey fan.

Trip’s clients come from all backgrounds, and Trip is passionate about helping everyone regardless of where they are at. If you’d like to chat, click the calendar below to schedule a phone call with Trip so you can get to know each other. Trip look forwards to hearing from you!

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Trip:

  • Located in Southwest Florida
  • B.A. in Risk Management and Insurance, University of Georgia
  • Series, 6, 63 and 65 Licensed
  • University of Georgia
  • Atlanta Braves
  • Golfing
  • Biking
  • Disney World

Locations Served

Contact

  • trip@smartprousa.com
  • 239-770-2262
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
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