David Lawless

David Lawless, CPA, CFP®, CKA®

Sr. Private Wealth Advisor, Partner
Houston, TX
david.lawless@bluetrust.com
(713) 465-2900
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David Lawless is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves his clients out of the office in Houston, Texas.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, David uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. David and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

In addition to serving families, individuals, and businesses, David has specific experience working with real estate and energy industry professionals giving him insight into some of the nuances related to customizing their financial plans.

Prior to joining Blue Trust, David was a senior associate at KPMG where he audited sports teams, real estate companies, and investment banks.

David earned his BBA in accounting from Texas A&M University. He also earned his master’s degree in finance from Texas A&M University in 2013.

David and his wife, Morgan, live in Houston with their daughter and son. He is on the local board of HOPE International and attends Hope Church.

Testimonials

 
Slide Title

We have worked with Blue Trust for well over 25 years. During this journey together we have greatly appreciated the Godly wisdom and advice they have provided. We have worked closely with both Derek Irish and David Lawless, and they are far more than financial advisors. The relationship we have developed is one of friendship that we can share so closely with one another. They have taken us on a journey of "planning" that is unparalleled.

Working with Blue Trust has helped us achieve our financial goals that in the beginning we were not sure were possible. Derek and David always do an excellent job of breaking down the discussion into manageable pieces to understand that allow us to determine the next steps. They each bring a unique skill set to our discussions that helps us plan. They are great at stretching us into a place of both giving and investing and have recently brought new tools together that are helping us do even more.

They have listened closely to our needs over this amazing 25+ year journey, and as a result have shaped our financial future to a place we are so pleased with. It's a joy working with Blue Trust and we would highly recommend them to others for consideration.

Karl W.Kingsland, TX

Resources

From Tithes to 1099s: Tax Terms to Know

Wisdom For Wealth. For Life.® Newsletter Winter 2025

The Price of Protectionism

From Tithes to 1099s: Tax Terms to Know

Wisdom For Wealth. For Life.® Newsletter Winter 2025

The Price of Protectionism

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/24 and subject to change.
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