LICENSED SIE · SERIES 65 · SERIES 66 CLIENT AUM RANGE $1M–$5M HNWI BOOK 15+ MBA FINANCE KELLER GSM LICENSED SIE · SERIES 65 · SERIES 66 CLIENT AUM RANGE $1M–$5M HNWI BOOK 15+ MBA FINANCE KELLER GSM
Financial Professional · MBA

Making complex markets understandable.

Licensed financial professional supporting high-net-worth individuals with investment strategy, retirement planning, and tax-efficient wealth management.

15+
HNWI client relationships
$1M–$5M
Client investable assets
3
FINRA licenses held
Anthony Lawal
Atlanta, GA
Profile

About

I'm a licensed financial professional based in Atlanta with hands-on experience spanning wealth management, elite client service at Morgan Stanley, independent trading, and retail banking at JPMorgan Chase. I hold an MBA in Finance from Keller Graduate School of Management and a BS in Finance from Georgia Southern University.

Most recently, I supported a Senior Wealth Advisor in designing retirement, investment, and tax-efficient strategies for a book of 15 or more high-net-worth clients. Day to day, that meant building financial models and scenario analyses in eMoney, Kwanti, and Altruist, each one tailored to the client's specific risk profile and goals.

I taught myself the language of markets because nobody around me spoke it. That experience is what drives me now: taking complex financial data and making it genuinely understandable for the people who need it most.

SIE · Series 65 · Series 66
GA Life, Accident & Sickness Licensed
Origin Story

Where it started

Undergrad · Finance 101

"I'm going to work you so hard, you're going to hate me."

That's how my finance professor, Mr. Hatem, introduced himself on day one of undergrad. He wasn't exaggerating. The course was brutal. But somewhere in the middle of all that difficulty, something unexpected happened: I fell in love with it. By the end of the semester, Mr. Hatem and I had actually become close. The same class I thought I would dread turned out to be the one that changed my direction.

That experience taught me two things. First, I realized I didn't actually know anything about the finance industry. Second, neither did anyone in my immediate circle. I had grown up with no real exposure to investing, markets, or wealth-building, and suddenly I was staring at a world nobody had ever shown me.

I fell in love with the data tracking, the numbers, the possible returns, the history behind it all, the way markets cycle and shift and repeat themselves. It pulled me in completely. That curiosity pushed me to go self-educate, to learn this complex world well enough that I could take it apart and hand it back to people in a way they could actually use. That is still the work I do today, whether I'm sitting across from a client or in front of a camera.

Career

Experience

Apr 2025 — Jan 2026
Ell Wess · Atlanta, GA

Wealth Management Associate

Provided strategic support to a Senior Wealth Advisor co-designing retirement, investment, and tax-efficient strategies for a book of 15+ HNWIs with $1M–$5M in investable assets.

Used eMoney, Kwanti, and Altruist to build financial reports, scenario analyses, and risk models across a pipeline of 5–10 complex plans at a time.

Mar 2022 — Apr 2024
Morgan Stanley · Alpharetta, GA

Financial Services Elite Representative

Served as a key service contact for elite client accounts, processing wire transfers and asset distributions totaling over $5M weekly under strict FINRA and internal compliance standards.

Managed 60+ daily client calls while reducing average call time to under 5 minutes, consistently exceeding monthly sales goals.

2020 — Present
Self-Employed · Atlanta, GA

Financial Trader

Executed momentum strategies using technical indicators and market-depth data, tracking profit factor, Sharpe ratio, and drawdown via Excel-based trading journals.

Maintained strict capital preservation discipline with 1–2% stop losses and relative strength analysis across sectors.

2018 — 2020
J.P. Morgan & Chase Bank · Atlanta, GA

Associate Banker

Processed an average of 20+ complex wire transfers and high-value transactions daily, and managed over $100,000 in liquid assets with zero variance on vault reconciliations.

Track Record

Achievements

$5M+
Weekly money movement
Processed and audited at Morgan Stanley, including wires and asset distributions.
15+
HNWI relationships
Supported clients with $1M–$5M in investable assets at Ell Wess.
<5 min
Avg. call resolution
While handling 60+ daily client calls at Morgan Stanley.
100%
Compliance rate
On regulatory disclosures across 20+ monthly loan applications.
$100K+
Liquid assets managed
Zero-variance vault and ATM reconciliations at JPMorgan Chase.
5–10
Concurrent client plans
Complex financial models and scenario analyses managed at once.
Credentials

Licenses & Certifications

FINRA SIE (Securities Industry Essentials) Licensed
FINRA Series 65 — Uniform Investment Adviser Law Licensed
FINRA Series 66 — Uniform Combined State Law Licensed
GA Dept. of Insurance — Life, Accident & Sickness Licensed
Education

Education

Keller Graduate School of Management, Lisle, IL MBA, Finance
Georgia Southern University, Statesboro, GA B.S., Finance
Content

On YouTube

Navigating The Financial Markets

A financial education channel built around the strategies I use for myself. From long-term investing to short-term market plays, I break down what I'm watching and why in a way anyone can follow.

Watch on YouTube
Get in Touch

Let's talk strategy.

Whether you want a second opinion on your portfolio or you're exploring working together, I'm glad to start with a conversation.