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Lawrence W. Wiswall, Jr., CFP

Lawrence W. Wiswall, Jr., the firm's founder and principal, brings years of education and experience to TCS Financial Services. Before establishing the company in 2005, he earned two BA degrees from Carnegie Mellon University in Pittsburgh, with dual majors in Industrial Management and Economics. After graduation, Lawrence worked as a Director of Business Operations, a Controller, and a Treasurer/V.P. He later moved to Lehman Financial Resources, where he handled their financial reporting and client services, as well as their Long Term Care Insurance Services. He was additionally a registered rep with Royal Alliance Associates, a division of AIG Investment Group.

Today, as an independent investment and wealth management advisor, Lawrence places great importance on staying current with the latest products, techniques and regulations, enabling him to provide the best financial planning advice. Unlike advisors at many large broker dealer firms, he also believes that his primary responsibility lies with his clients, and works diligently to offer the guidance they need to successfully grow and manage their wealth.

When Lawrence is not helping his clients simplify their financial lives, he enjoys traveling, spending time with his wife, and playing several outdoor sports, including golf, tennis and volleyball.

Areas of Specialty:

  • Investment Advice
  • Asset Allocation
  • Protection and Insurance
  • Risk Management
  • General Financial Planning
  • Retirement Planning
  • Income Tax
  • Education Planning

Insurance Licenses:

Accident, Life, Health, Fixed & Variable annuities in NC, FL, NJ, TX

Securities Licenses:

Series 65