LAWRENCE E. MAY, AIF® CFP® CLU®
FOUNDER , MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Lawrence E. May, AIF® CFP® CLU® is the founder of Strategic Wealth Management Group and oversees both sides of the Wealth Management arm of Strategic Advisors. Working with high net worth individuals, families, foundations and corporations to provide access and transparency to the companies' investment management platforms, Mr. May provides advice on a wide range of services including cash and income management, estate planning, insurance, retirement planning, 401Ks, IRAs, solutions for business', trusts and college planning. Mr. May carries a reputation in the industry for designing and overseeing qualified retirement plans with a specific objective of maximizing clients' contributions. This analytical ability has extended itself to designing and implementing asset allocation strategies for retirement plans and individuals. Click here to link to Retirement Plan Contribution Limits.
Mr. May graduated from Ohio State University in 1971 with a B.S. in Business. In addition to practicing as a Certified Financial Planner® since 1984, he is a Chartered Life Underwriter and has advanced certificates in retirement planning and financial planning from the American College. In October, 2011 Mr. May obtained an Accredited Investment Fiduciary AIF® designation to enhance his understanding of his fiduciary responsibilities.
Offering 45 years of financial services experience, Mr. May is also the Principal of May Financial Group, Ltd founded in 1979. He is a Registered Principal of May Capital Group LLC, a member of FINRA.
Mr. May volunteers his time by serving as the Treasurer of The Little Baby Face Foundation and the President of the Sara Chait Memorial Foundation, both 501(c)(3) organizations. In addition, Mr. May has continuously served on his NYC Co-op investment committee.
Mr. May has the following securities licenses: Series 1 (now 7), 26, 39, 63, and 66. In addition, he has life and health insurance licenses.