Broker Check
Lawrence C.  Barrett, CLU®, ChCF®, AEP®

Lawrence C. Barrett, CLU®, ChCF®, AEP®

Private Wealth Advisor

Lawrence has over 42 years of experience in sales and the financial services industry since graduating from Ohio Northern University in 1971 with a Bachelor of Science in Business Management and Marketing. He received the Distinguished Alumni Award from Ohio Northern University in 1997. Lawrence is a member of Sagemark Consulting Private Wealth Services of Lincoln Financial Advisors Corp. which specializes in providing comprehensive estate strategies, business succession, retirement and investment planning for high-net-worth individuals and businesses. He uses his knowledge, experience and sophisticated support systems to determine the appropriate financial strategy for successful business owners, executives and retirees.

Lawrence has a passion for and has built a specialty niche in the Independent Pharmacy arena dating back to the late 1970's. He works with Cardinal Health/Leader Drug Stores to provide Financial, Estate Strategies and Business Succession Planning for their Independent Pharmacy Network. He has been a keynote continuing education speaker for the Cardinal Health Retail Business Conferences for nine years in addition to speaking at several state pharmacy associations along with meetings of United Drug and American Associated Pharmacies. He is also a frequent speaker to pharmacy students at several universities about the merits of Independent Pharmacies.

Lawrence has been consistently recognized by Lincoln Financial Advisors / Sagemark Consulting for his advanced levels of personal production and service. He is a member of the Million Dollar Roundtable* based on a certain level of premium, commission or income during the year, has been honored by the Cleveland Association of Insurance and Professional Advisors, Estate Planning Council, Ohio Northern University College of Business Administration Advisory Board, including Chairman for 12 years, and ONY Gift and Estate Planning Council. He does motivational speaking for high schools, colleges, and businesses. * The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Lawrence Barrett applied for membership and a fee of $185.00 was paid to be a member.