Directory
>
Lance Antony
Lance Antony
Managing Director-Investments, Pim Portfolio Manager | Wells Fargo Advisors
Village of Garden City, New York, United States
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.
Lance Antony
Work Experience
Managing Director-Investments, Pim Portfolio Manager at
Wells Fargo Advisors
January 2023 - Present
Pim Portfolio Manager at
Wells Fargo Advisors
August 2021 - Present
Financial Advisor at
Morgan Stanley
September 2006 - December 2008
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
************@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG