Lance joined Raymond James in 2009 after a successful tenure at a leading national brokerage firm, where he built a reputation for thoughtful and disciplined portfolio management. With over two decades of industry experience, Lance works closely with high-net-worth individuals and families to develop strategies that align with their unique financial goals.
Demonstrating an analytical approach and commitment to client education, Lance specializes in portfolio analysis with a focus on minimizing fees, optimizing asset allocation and achieving greater tax efficiency. His objective is simple: to help clients preserve and grow wealth across generations. He also partners with estate attorneys and CPAs to help clients create cohesive estate plans that reflect their long-term values and intentions.
Lance remains committed to ongoing education and market insight, helping to ensure that his clients benefit from both sound fundamentals and forward-looking strategies in today’s dynamic financial environment.