Valley Financial Solutions

CONNECT

Address:

2847 Penn Forest Boulevard
Suite 100
Roanoke, VA 24018

Phone:

(540) 777-4302

Fax/Other:

(540) 777-4304

William J. Lawfield

William J. Lawfield

Investment Advisor Representative

William J. Lawfield (Bill) is an Investment Advisor Representative at Valley Financial Solutions Inc. in Roanoke, VA.  He is a 30 year resident of the Roanoke Valley. He graduated from William Byrd High School and attended Virginia Western Community College.

His professional career began as an apprentice in the Mid Atlantic PGA, and is still an avid golfer.  He then began his career in professional sales and is approaching his fourth year in the Financial Services Industry.  He came to Valley Financial Solutions Inc. in March of 2011 from Waddell & Reed Inc., a national Investment and Financial Planning company.  His practice is focused around a process that discovers “What is important about money?”  to individuals, families, and small businesses.  Through that process he can bring to the table the resources of Valley Financial Solutions to provide conservative, low cost insurance and investment based strategies.  Bill holds a Life & Health Insurance License, Series 6 Variable Investment and Insurance License, Series 63 Uniform State Securities, and Series 65 License a Registered Investment Advisor.

Bill also serves on the Board of Directors of the Down Syndrome Association of Roanoke and has recently joined the newly created Virginia Governmental Affairs Committee that serves to advocate on behalf of individuals with intellectual disabilities and their families.  Bill resides in the Cave Spring area of Roanoke with his wife Tammy and daughter Madison.

 

Phone 540.777.4311
Fax 540.342.9675
Mobile Phone 540.915.5837