Dvante Lawson
Retirement Plan Manager Lead at Merrill Lynch | Greater Tampa Bay Area
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D'vante Lawson is a dedicated and skilled Retirement Plan Manager Lead at Merrill Lynch, where he leverages his extensive background in finance and accounting to navigate the complexities of retirement compliance. A proud graduate of Bethune-Cookman University with a Bachelor of Science in Accounting, D'vante has honed his expertise in managing various retirement accounts, including IRAs, Roth IRAs, 529 plans, SEP, SIMPLE, BASIC, and Trust accounts. His role is pivotal in ensuring that these accounts adhere to IRS regulations, thereby safeguarding the financial futures of countless individuals.
At Merrill Lynch, D'vante leads key projects aimed at enhancing compliance processes and improving client satisfaction. He is known for his analytical skills, which enable him to conduct thorough data analyses that inform strategic decision-making. His ability to communicate complex financial concepts clearly and effectively has made him a trusted resource for both clients and colleagues alike. D'vante's proficiency in financial analysis and account management is complemented by his adeptness in using tools like PowerPoint and Outlook, allowing him to present insights and collaborate seamlessly with cross-functional teams.
In addition to his technical skills, D'vante is passionate about fostering teamwork and building strong relationships within the organization. His commitment to excellence and continuous improvement drives him to stay updated on industry trends and regulatory changes, ensuring that Merrill Lynch remains at the forefront of retirement planning solutions. Through his leadership and expertise, D'vante Lawson is not only contributing to the success of his team but also making a meaningful impact on the financial well-being of clients across the Southeast region and beyond.
Retirement Plan Manager Lead at Merrill Lynch in October 2017 to Present
Customer Service at Publix Super Markets in July 2012 to January 2020
Customer Service Staff at Publix Super Markets in July 2012 to January 2020
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Bethune-Cookman University, Bachelor of Applied Science (B.A.Sc.), August 2026
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Finance
Communication
Auditing
Problem Solving
A++
Account Management
Data Analysis
Analytical Skills
Financial Analysis
Business Analysis
Accounting
Customer Service
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Management
Leadership
Time Management
Teamwork
Research
Event Planning
Social Media
Outlook
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Discover more about Merrill LynchWhat is D'vante Lawson email address?
Email D'vante Lawson at [email protected]. This email is the most updated D'vante Lawson's email found in 2026.
What is D'vante Lawson phone number?
D'vante Lawson phone number is 8635294724.
How to contact D'vante Lawson?
To contact D'vante Lawson send an email to [email protected]. If you want to call D'vante Lawson try calling on 8635294724. (updated on August 25, 2024)
What company does Dvante Lawson work for?
Dvante Lawson works for Merrill Lynch
What is Dvante Lawson's role at Merrill Lynch?
Dvante Lawson is Retirement Plan Manager Lead
What industry does Dvante Lawson work in?
Dvante Lawson works in the Financial Services industry.
Dvante Lawson Email Addresses
Dvante Lawson Phone Numbers
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