David Lawless

David Lawless

Sr. Private Wealth Advisor
Houston, TX

David Lawless is a senior private wealth advisor for the Private Wealth division 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.


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