Broker Check
Lawrence Whaley, JD, CLU, CAP

Lawrence Whaley, JD, CLU, CAP 

Registered Representative

Accomplished Sales and Training professional in estate , retirement planning, and charitable giving for larger net worth clients. 

  • Successful in meeting sales goals
  • Successful in coaching and training others in reaching sales goals
  • Extensive experience in estate and retirement income planning
  • Charitable Planned Giving and fund-raising 

 

Experience

Insurance and Financial Planning                             June 24, 1968 to Present

Rockgate Financial Partners          From Inception                              

I have been involved in personal sales my entire career.

Succession Planning, Estate Planning, Financial and Wealth Accumulation Planning have been my focus since June 24,1968 to this very moment. 

EDUCATION 

Bachelor of Arts – Tulane University 1966

Master of Business Administration – The Wharton Graduate School of Finance and Commerce, University of Pennsylvania 1968

Juris Doctor – Southern Methodist University School of Law 1971

Chartered Life Underwriter, The American College of Life Underwriters 1971

Certified Advisor in Philanthropy 2014




NON-PROFIT EXPERIENCE

 

Board member and President, The Youth Achievement Foundation of Texas Inc. 

2000 to Present

Board member The Theology of the Body Evangelization Team 2010 to Present

Member Development Committee, Metrocrest Services Inc.

2012 to 2015.

Board member On Your Own Services Inc. 2001 to present

OTHER RELEVANT EXPERIENCE

Former member of Board of Directors Metrocrest Services Ic.

Past President Dallas Metropolitan Serra Club

District Governor  District 46E Serra Clubs of Catholic Diocese of Dallas

Past President Dallas Chapter The American College of Life Underwriters

Former Board Member of the Dallas Estate Planning Council 

Member of  Rotary Club of  Dallas 2014 to present

Dale Carnegie Sales Course Instructor    1983 to 2014

Member Metrocrest Toastmasters  Club 3318 August 2000 to present