Dedicated to building, managing and preserving wealth for his clients, Lance Lyday has held the title of First Vice President of Investments since joining Raymond James & Associates in 2018. Lance believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Lance apart.
By establishing deep and valued relationships, he is able to gain a thorough understanding of his clients’ needs and objectives. Lance helps them realize their goals through long-term financial solutions using comprehensive financial planning, investment portfolio management, and retirement and estate planning. He also provides experienced and trusted consulting services to business owners in the areas of estate planning, business continuation and succession planning, and key employee retention strategies.
A native of Indianapolis, Lance graduated from Ball State University with a bachelor’s degree in finance and a master’s degree in management. He and his wife, Julie, are members of The Catholic Community of St. Simon the Apostle. When not working, Lance enjoys playing golf, cheering for local sports teams or lounging by a campfire in his backyard, usually accompanied by one or more of his four adult children.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.