Greg Lanier Email

Wealth Advisor @ Focus Partners Wealth

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Greg Lanier Location

Texas, United States

Greg Lanier Work

2024 - now Wealth Advisor @ Focus Partners Wealth
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2024 - 2024 Wealth Advisor @ Buckingham Strategic Wealth
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2023 - 2024 Associate Wealth Advisor @ Buckingham Strategic Wealth
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2020 - 2023 Financial Advisor @ Clintsman Financial Planning
2018 - 2020 Associate @ Clintsman Financial Planning
2016 - 2018 Client Associate @ Carter Financial Management
2015 - 2015 Client Associate Intern @ Merrill Lynch
2013 - 2014 Family Camp Counselor @ Pine Cove

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Greg Lanier Education

Texas A&M University
Bachelor of Business Administration (B.B.A.) Finance, Certificate in Financial Planning Program (Financial Planning and Services)
2012 - 2016

Greg Lanier Summary

Greg Lanier, based in Texas, United States, is currently a Wealth Advisor at Focus Partners Wealth. Greg Lanier brings experience from previous roles at Buckingham Strategic Wealth and Clintsman Financial Planning. Greg Lanier holds a 2012 - 2016 Bachelor of Business Administration (B.B.A.) Finance, Certificate in Financial Planning Program in Financial Planning and Services @ Texas A&M University. Greg Lanier has 1 emails on RocketReach.

Greg Lanier Emails

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@focuspartners.com

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Greg Lanier

Wealth Advisor at Focus Partners Wealth

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