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Lance Antony

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Lance Antony

Managing Director-Investments, Pim Portfolio Manager | Wells Fargo Advisors

Village of Garden City, New York, United States

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Lance Antony

Summary

Lance Antony is a seasoned financial professional with over 22 years of experience in the financial industry, currently serving as the Managing Director of Investments and PIM Portfolio Manager at Wells Fargo Advisors. He specializes in providing personalized investment planning for high-net-worth individuals, non-profit corporations, and businesses, with a unique focus on divorced billionaires. Lance has successfully navigated significant market changes, demonstrating a commitment to integrity and client welfare. His extensive experience is complemented by a strong educational background, including an MBA in Finance from Adelphi University. Recognized as one of Forbes' Best-In-State Wealth Advisors for 2024, he has consistently been acknowledged for his contributions to wealth management from 2017 to 2024. Lance's approach emphasizes strategic wealth management tailored to individual client needs, making him a trusted advisor in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Lance Antony

Work Experience

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Managing Director-Investments, Pim Portfolio Manager at

Wells Fargo Advisors

January 2023 - Present

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Pim Portfolio Manager at

Wells Fargo Advisors

August 2021 - Present

💼

Financial Advisor at

Morgan Stanley

September 2006 - December 2008

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Lance Antony

Education

Adelphi University, Master Of Business Administration (Mba)

January 1970 - January 1970

Drexel University, Bachelor Of Science In Business Administration

January 1970 - January 1970

Frequently Asked Questions about Lance Antony

What is Lance Antony email address?

Lance Antony's primary email address is ************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lance Antony work for?

Lance Antony is a Managing Director-Investments, Pim Portfolio Manager at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where Lance Antony graduated from?

Lance Antony holds a degree in Finance from Adelphi University.

How can I directly contact Lance Antony?

To contact Lance Antony directly, you can use the email address ************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Lance Antony?

Lance Antony is a seasoned financial professional with over 22 years of experience in the financial industry, currently serving as the Managing Director of Investments and PIM Portfolio Manager at Wells Fargo Advisors. He specializes in providing personalized investment planning for high-net-worth individuals, non-profit corporations, and businesses, with a unique focus on divorced billionaires. Lance has successfully navigated significant market changes, demonstrating a commitment to integrity and client welfare. His extensive experience is complemented by a strong educational background, including an MBA in Finance from Adelphi University. Recognized as one of Forbes' Best-In-State Wealth Advisors for 2024, he has consistently been acknowledged for his contributions to wealth management from 2017 to 2024. Lance's approach emphasizes strategic wealth management tailored to individual client needs, making him a trusted advisor in the financial sector.

Lance`s contact details

mail

************@wellsfargoadvisors.com

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