Michael Lancaster Email & Phone Number
Senior Financial Advisor, Senior Vice President @ Merrill Lynch
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Michael Lancaster Location
- Westborough, MA, US
Michael Lancaster Work
- Senior Financial Advisor, Senior Vice President @ (November 2010 - Present)
Michael Lancaster Education
- Loyola College
Bachelor's Degree
1979-1983
Michael Lancaster Skills
- Divorce Financial Advising
- Retirement Plan Analysis for Business Owners
- Income Strategy During Retirement Years
- Wealth Accumulation
- Retirement Planning and Forecasting
- Professional Money Management
- Portfolio Management and Retirement Planning
- Financial Strategies for Women
- Estate and Wealth Planning Services
- Nonprofit Management and Governance
- Business Exit Strategies
- College Education Planning
- Investment Portfolio Management
- Values Based and ESG Investing
- Trust Management
- Succession Planning
- Socially Responsible Investing
- Social Security Analysis
- Small Business Retirement Plans
- Customized Investment Strategies
- Company Retirement Plans
- Wealth Planning for Families and Endowments
- Wealth Management and Investment Planning
- Portfolio Design and Construction
- Philanthropic and Endowment Management
- Retirement and Career Transition Planning
- Multi-Generational Wealth Transfer
- Financial Strategy Development
- Multi-generational Family Wealth Advising
- Investment Strategies
- High Net-Worth Wealth Planning
- Holistic Goals based planning approach
- Women in Transition
- Widow Transition Planning
Michael Lancaster Summary
- Michael Lancaster, based in Westborough, MA, US, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management. Michael Lancaster holds a 1979 - 1983 Bachelor's Degree @ Loyola College. With a robust skill set that includes Divorce Financial Advising, Retirement Plan Analysis for Business Owners, Income Strategy During Retirement Years, Wealth Accumulation, Retirement Planning and Forecasting and more. Michael Lancaster has 2 emails and 2 mobile phone numbers on RocketReach.
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