Christine Lawless, CFP<sup>®</sup>
Christine Lawless, CFP®
Wealth Manager
Office: Boston, MA
Team: Wealth Management

Education & Certificates

B.A., College of the Holy Cross, Certified Financial Planner™

Professional Background

Prior to CWA in 2013, I was a Senior Client Associate at Daintree Advisors LLC. I began my career at Shepherd Kaplan LLC as an associate in the private client service group.  Through the compilation of my experiences, I’ve been exposed to a vast range of clients and methods of managing relationships and wealth.  The variety of advising styles I’ve seen and worked with has absolutely shaped the kind of advisor I’ve become, and enabled me to hone my skills and best practices.