Advisory Panel Member Profile
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Lance Antony
Wells Fargo Advisors
Senior Vice President-Investment Officer Fundamental Choice Portfolio Manager |
Areas of Expertise
Team Management Leadership
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Meaningful relationships based on trust and compassion have been my key to providing effective financial advice for clients for nearly 20 years. To best serve my clients, I believe it is as important for me to be an insightful problem-solver and steadfast shoulder-to-lean-on as it is for me to leverage my knowledge and experience to help them achieve financial security and success. Why? Because I am not just helping clients with financial matters, I am helping them build their lives and their futures.
My priority is to help my clients enjoy life the way they want to and have confidence in what’s next. Resourceful and resilient, I am focused on providing objective advice with integrity and attention to detail as well as unwavering concern for my clients and their families. I take pride in creating structured, balanced portfolios that shift with changes in the markets, their business and their lives. Committed to professional excellence, I was recognized as a Forbes Next Gen Best-In-State Wealth Advisor1 in 2019 and a Forbes Top Next Generation Wealth Advisor2 in 2017, 2018 and 2020.
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