Robert P. Lawson, CPA, CFP®
Principal & Director of Client Experience
Bob helps successful families create and implement innovative financial planning and wealth management solutions. He has a passion for having a positive impact on the lives of his clients across generations. Bob leads and supports client relationships and helps families make smart decisions and be good stewards of their resources.
Prior to joining Palisade, Bob was the Director of Wealth Advisors and Senior Wealth Advisor at Vector Wealth Management, President and CEO of Northern Trust Minnesota, Senior Vice President and Director of Wealth Management Advisors in the Private Client Reserve at US Bank, and a Wealth Strategist and Director of Financial and Estate Planning at US Trust.
Bob holds the Certified Financial Planner (CFP®) professional designation and is a Certified Public Accountant (CPA). He is a graduate of the Good Leadership Certification Program and is a member of the Minnesota Society of CPAs, the Financial Planning Association, and the Twin Cities Estate Planning Council.
Bob earned an MBA in Finance from the University of St. Thomas and a BS in Accounting from the Carlson School of Management at the University of Minnesota.
Bob volunteers as a board member for the Edison Community & Sports Foundation and leads the Investment Committee, serves on The Church of the Holy Cross Investment Subcommittee, and is a pro bono volunteer for the Financial Planning Association.