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Donald Laurence, Jr Cfp(r), Cep(r), Crc(r) profile image

Donald Laurence, Jr Cfp(r), Cep(r), Crc(r)

Managing Director at Stone Oak Wealth Management
Intro Book
Seasoned financial professional with 20+ years of experience in wealth management, investment, and education.
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Location
San Antonio, Texas, United States, US
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Bio

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Donald Laurence, Jr., CFP(r), CEP(r), CRC(r) is a seasoned financial professional with over 20 years of experience in wealth management, investment, and education. He holds a Bachelor of Science in Education from Baylor University and a Master of Science in Educational Administration from Texas A&M University-Kingsville. Donald is a Certified Financial Planner, Certified Estate Planner, and Certified Retirement Counselor, and has held various leadership positions, including Managing Director at Stone Oak Wealth Management and Branch Manager at Raymond James.

Credentials

  • Certified Estate Planner CEP(r)
    NICEP
    Feb, 2020
    - Apr, 2026
  • Certified Financial Planner, CFP®
    CFP Board
    Oct, 2012
    - Apr, 2026
  • Certified Retirement Counselor, CRC®
    -

Experience

  • Stone Oak Wealth Management
    • San Antonio, Texas Area
    • Managing Director
      • Aug 2019 - Present
      • San Antonio, Texas Area

      Donnie’s main focus is on development and implementation of wealth & investment strategies. Donnie is a Certified Financial PlannerTM Professional, a Certified Retirement Counselor® and a Investment Advisor Representative. He shares his passion and commitment to delivering exceptional investment services with personal attention and integrity to all of his clients.

  • Raymond James
    • San Antonio, Texas Area
    • Managing Director Branch Manager
      • Mar 2018 - Aug 2019
      • San Antonio, Texas Area

      Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPCPlease follow this link to additional disclosures: http://raymondjames.com/smrja.htm

  • Wells Fargo Advisors
    • San Antonio, Texas Area
    • Sr. Vice President-Investment Officer
      • Feb 2007 - Mar 2018
      • San Antonio, Texas Area

  • Southwest Securities
    • San Antonio, Texas Area
    • Vice President, Financial Advisor
      • Aug 2003 - Feb 2007
      • San Antonio, Texas Area

  • UBS
    • San Antonio, Texas Area
    • Registered Representative
      • Jul 2000 - Aug 2003
      • San Antonio, Texas Area

Education

  • 1991 - 1996
    Baylor University
    Bachelor of Science in Education, Education
  • 1997 - 1998
    Texas A&M University-Kingsville
    Master of Science in Educational Administration, Education

Suggested Services

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Industry Focus. “Financial Services”

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