Lawrence Boyd, CFP®, CPWA®, serves as a Senior Vice President at UBS, having previously held key financial advisory roles at Morgan Stanley and Northern Trust Corporation. With over 17 years of experience, they specialize in personalized wealth management strategies for affluent clients. Lawrence became a CERTIFIED FINANCIAL PLANNER™ in 2012 and a Certified Private Wealth Advisor® in 2020, demonstrating a commitment to professional excellence. They earned a Bachelor's degree in Financial Planning and Counseling from Purdue University and completed finance courses at Queensland University of Technology.
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