Adam Lawrie, CFP®
Login to view DISC.Adam Lawrie is a President and Wealth Management Advisor at Charter Wealth Strategies, recognized by Forbes as a Top Financial Security Professional in 2025. He specializes in guiding entrepreneurs and businesses through complex financial landscapes, focusing on cash management, tax efficiency, and executive compensation. He holds the CFP® certification.
Outside of his financial practice, Adam is passionate about youth mentorship. He founded and serves as President of Business Warriors, an organization that connects high school students with local business professionals to provide insights into post-academic life and facilitate networking opportunities.
He was named one of the Top 10 New Advisors in 2019.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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