KELLY LAWRENCE
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Kelly Lawrence is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Kelly Lawrence - CEPA - Edward Jones - Clinton Twp, Michigan, city=Clinton Twp, display_country=United States, hs_object_source_label=IMPORT, url_slug=kelly-lawrence, lname=Lawrence, designations=[CEPA], hs_object_source_id=33714104, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MARCH%202023/LAWRENCE-KELLY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-March-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1680192908191, cohortium_profile_title=Kelly Lawrence | Financial Advisor at Edward Jones | CEPA Connect Member, state=Michigan, hs_was_imported=true, id=5750903398, designations__text_=CEPA, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Kelly Lawrence, email=kelly.lawrence@edwardjones.com, cohortium_meta_description=Connect with Kelly Lawrence, a specialized Financial Advisor working with Edward Jones based in Michigan. Credentials include: CEPA., associated_contact_record_id=20800701, website=www.edwardjones.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MARCH%202023/4927_Lawrence_CEPA-Certificate-2023-March.pdf, is_editable=editable, url_slug_2=kelly-lawrence, impersonate_user_url=https://exit-planning-institute.org/member-detail/kelly-lawrence?impersonation=true, full_name=Kelly Lawrence, hs_lastmodifieddate=1764932315784, phone=(586) 294-5177, company_name=Edward Jones, name=Kelly, hs_object_id=5750903398, associated_resources=0, hs_object_source=IMPORT, postal_code=48036, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com - Phone: (586) 294-5177
- City: Clinton Twp
- State: Michigan
- Postal Code: 48036
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Edward Jones
