Lance Eatons clients rely on him to plan their financial well-being - now and well into the future. They chose him for his client-centric orientation they appreciate his focus on his them and their family. They also appreciate his comprehensive approach to financial and wealth management helping to ensure every aspect of their financial life is aligned to the future theyve committed to achieve and keeping them aligned through all the twists and turns. Clients also count on Lances knowledge on their equity compensation which tends to be significant portions of their investment portfolios. He provides his advanced knowledge in the navigation and management of public company equity compensation plans including tax management strategies, Rule 144 transactions and 10b5-1 Trading Plans. Lance has 22 years of professional experience since entering the investment and financial services industry in 1999. He is a CERTIFIED FINANCIAL PLANNER and an Insurance Planning Director. He shares his diverse experience with clients having also worked at UBS Financial Services, Oppenheimer & Co and ETrade prior to joining Morgan Stanley. Ironically, Morgan Stanley acquired ETrade in 2020. Lance serves clients across the United States from his offices and homes in both Chicago and Phoenix. He is a Board Member and President of the Chicago Chapter of the FPA (Financial Planning Association) and is the FPAs National Advocacy Director. He has spent most of his career in Phoenix, Chicago and Los Angeles. Lances undergraduate education was at UCLA and the University of Texas at Austin. When hes not serving clients, Lance enjoys traveling domestically and abroad, fine cuisine, the Chicago Cubs, musical theatre, concerts, and all kinds of design. Licenses: * CERTIFIED FINANCIAL PLANNER * Series 7 * Series 63 * Series 66 * Life & Health Insurance licensed (CA) # 0E58450 * NMLS # 1677629 