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Release Date: 07.17.2017 | Location: All Metro Atlanta | Organization: TrueWealth, LLC

TrueWealth's Lawson Tapped for UGA's Terry College of Business Young Alumni Board

ATLANTA (July 17, 2017) – TrueWealth Management’s Patrick Lawson, CFP®, has been invited to join the Young Alumni Board at the University of Georgia’s Terry College of Business for a two-year term beginning this month. The Board’s mission is to develop initiatives that link students to alumni, foster a culture of giving, and support the college’s goal of excellence in education. Lawson will join a group of fellow Terry graduates from across the country who are under 35 years old and charged with outreach and engagement to Terry’s young alumni community.

“Patrick embodies TrueWealth’s values of integrity, optimism and accountability,” said TrueWealth President Michael Maiorano. “These are qualities that also make him an excellent fit for this Board. We look forward to seeing how Patrick will bring his knowledge, expertise and enthusiasm to impact the wider community in the years ahead.”

Originally from Smithfield, Va., Lawson joined TrueWealth in 2013 where he serves as a wealth advisor working with individuals and families to develop comprehensive financial plans and to provide strategic portfolio management. He also serves as a MoneyWise mentor through Buckhead Church, which offers free services to help individuals and families get their financial life on track. He holds a BBA in business management with a minor in religious studies from UGA and a Certificate of Financial Planning (CFP®) from the Terry College of Business (UGA) Executive Program. He, his wife McKenzie, and their toddler live in Atlanta.

Lawson’s recent achievement adds to the numerous awards and recognitions earned by TrueWealth and its team members including:

  •  #1 Best Workplace for Women in the US | Fortune and Great Place to Work® (True Wealth, 2015); 
  • #4 Best Workplaces in Financial Services in the US | Fortune and Great Place to Work® (TrueWealth, 2016); 
  • Financial Times 300 Top RIAs | Financial Times (TrueWealth, 2017);
  • Top 50 Best Small Workplace in the US | Fortune and Great Place to Work® (True Wealth, 2016); 
  • Best Places to Work in Georgia | Georgia Trend (TrueWealth 2016 and 2017);
  • Top 11 Best Financial Advisors in Atlanta | AdvisoryHQ (TrueWealth, 2016 and 2017); 
  • American Institute of CPAs Standing Ovation Award | (AICPA) (Jennifer Birchett, 2017, Michael Maiorano, 2016); 
  • Top 150 RIA Firms in the US | Financial Planning Magazine (TrueWealth, 2016); 
  • Atlanta’s Best Places to Work | Atlanta Business Chronicle (TrueWealth, 2016, 2015 and 2014); and 
  • Top 100 Fee-Only Wealth Management Firms in the US | CNBC Digital (TrueWealth, 2015 and 2014).

 

About TrueWealth
TrueWealth, LLC provides independent wealth management services to individuals and families. Founded in 1999 and based in Atlanta, the fee-only advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial—and life—goals. The TrueWealth team, which manages approximately $1 billion on behalf of more than 300 clients, prides itself on the ability to carefully listen to client needs, address their unique challenges, and help them meet their important financial goals. For more information on the TrueWealth experience, visit www.truewealth.com. Find and follow the firm on LinkedIn, Facebook and Twitter.

 

Contact Info

Contact Name: Betsy Pass

Company: TrueWealth, LLC

Phone: 404.487.0500

E-mail: bpass@truewealth.com