LAWRENCE ROMEO

CLIENT SERVICE ASSOCIATE

Lawrence Romeo
Lawrence RomeoClient Service Associate
  • Has been In the financial services industry since 2022
  • Joined CJM Wealth Advisers, Ltd. in April 2024
  • Lawrence is a seasoned Client Service specialist with a solid foundation in Information Technology, honed during his studies at West Virginia University.
  • Focused on efficiently completing client-related tasks, helping to ensure Operations move smoothly behind the scenes.

Beyond his professional endeavors, Lawrence finds joy in spending quality time with his daughter. He unwinds by indulging in his passions for music, basketball, and reading, which enrich his life outside of work. Believing that aligning one’s passions with meaningful contributions to the world is the ultimate fulfillment in both life and work.

“There is no greater thing you can do with your life and your work than follow your passions in a way that serves the world and you.” – Richard Branson

Recent Articles