Lawrence W Wiswall Jr., CFP®

The firms principal, he graduated from Carnegie Mellon University with a double major in Industrial Management and Economics. He is a Certified Financial Planner™ Practioner (Why use a CFP®), he has previously served as a Controller, Director of Business Operations and is a partner in an international telecommunication consulting company. Prior to TCS Financial, he worked with Lehman Financial Resources where he handled the company's financial reporting and client services. He also headed up their Long Term Care Insurance Services. He was previously a register rep with Royal Alliance Associates, a division of AIG Investment Group. Currently he is pursuing the CFA accreditation and will be sitting for Level 1 in June of 2007.

He is now a dual resident of Pennsylvania and Florida, though has previously lived in Georgia, New York and Bermuda. When not assisting clients he spends his spare time enjoying golf, tennis, volleyball & traveling.

License's / Education

• Certified Financial Planner® Practioner
• NASD Series 7, 63 & 65 Securities Licenses
• Accident, Life and Health Insurance Licensee
  FL, CA, NY, NJ, PA, DE, NC (Click to View)
  
  
• Carnegie Mellon University, Pittsburgh, PA
  B.S. Industrial Management
  B.S. Economics
• American College, Bryn Mawr, PA
  CFP Canidate Program

Professional Experience