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Kelly L
Series 63, Series 66
Charlotte, NC
NobleBridge Wealth
Kelly Lawrence is a financial advisor with NobleBridge Wealth Management in Charlotte, NC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. Prior to joining NobleBridge in 2018, Lawrence worked at Merrill Lynch from 2012 to 2018 and was affiliated with Tag Insurance Services for two years. Outside of advising, Lawrence is a member and co-investor in a real estate agency, Mastermind Alliance Realty. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic core allocation combined with active tactical overlays and uses both quantitative and qualitative methods to select managers, while also providing educational seminars and insurance products through an affiliated agency.
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