David Lawrence

Vice President

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David is a dedicated financial professional with a decade of industry experience, focused on supporting his clients’ financial well-being at the forefront of his work. He is committed to understanding each client’s unique needs and crafting tailored strategies designed to help them achieve their financial goals.
Before joining EP Wealth, David served as a Private Wealth Advisor at Executive Wealth Management. He began his career in 2013 at UBS Financial Services, where he built a strong foundation in wealth management and developed the skills necessary to provide clients with a comprehensive financial experience.
David holds a B.A. in Economics from Michigan State University.
Based in Ann Arbor, MI, David lives with his wife, Erika, and is an active member of the Northville Chamber of Commerce, where he engages with local professionals and contributes to his community.