Samuel Lacey Email & Phone Number
Investment Counselor @ Fisher Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Samuel Lacey Location
- Plano, TX, US
Samuel Lacey Work
- Investment Counselor @ (June 2022 - Present)
- Retirement Planner @ (March 2021 - June 2022)
- High Net Worth Associate @ (March 2020 - June 2022)
- Financial Consultant @ (October 2019 - March 2020)
- Financial Advisor @ Morgan Stanley (December 2015 - September 2019)
Samuel Lacey Education
- Utah Valley University
Business Management
2011-2014
Samuel Lacey Skills
- Wealth Management
- Investments
- Financial Planning
- Strategic Financial Planning
- Asset Allocation
- Series 63
Samuel Lacey Summary
- Samuel Lacey, based in Plano, TX, US, is currently a Investment Counselor at Fisher Investments. Samuel Lacey brings experience from previous roles at Fidelity Investments, E*TRADE and Morgan Stanley. Samuel Lacey holds a 2011 - 2014 Business Management @ Utah Valley University. With a robust skill set that includes Wealth Management, Investments, Financial Planning, Strategic Financial Planning, Asset Allocation and more. Samuel Lacey has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Samuel Lacey?
Find contact details for 700 million professionals.
Top Fisher Investments Employees
Matt Bradarich
Vice President
Wesley Chapel, FL, US
Marc Seymer
Executive Vice President, Corporate Finance
Portland, OR, US
Alison Fowler
Vice President Global Media and Marketing Private Client Group
San Francisco, CA, US
Jonathon Dues
Vice President, U.S. Defined Contribution
Chicago, IL, US
Chance Beebe
Regional Vice President
St. Louis, MO, US
Judith Stevens
Marketing VP of New Strategic Initiatives
Brush Prairie, WA, US
Eddie Levin
Vice President
San Francisco, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co