Jeff Lanscek
Senior Wealth Advisor at Milestone Financial
- Role
- Senior Wealth Advisor at Milestone Financial Associates, Llc
- Location
- Bethlehem, PA, US
- LinkedIn followers
- 500 followers
About Jeff Lanscek
Milestone Financial AssociatesCustody through Charles Schwab
Experience
Senior Wealth Advisor
Milestone Financial Associates, Llc
Jan 2022 — Present · Bethlehem, PA, US
Provides professional investment advice to a diverse clientele including high net worth families and company retirement plans. By creating a financial plan to drive the portfolio, we are able to build a well diversified allocation to reach your unique goals. Additionally, when the situation requires, we will collaborate with attorneys, accountants, and other specialists to provide advice that can be critical to long-term investment outcomes-Financial software: Advyzon, Schwab, Nitrogen, Koyfin, Y charts, Advisor 360, CRM, Morningstar, MoneyGuide Pro, Microsoft Office, DFA, Fidelity Wealthscape
Education
Lehigh University
BS, Finance
1994 — 1998
Lehigh University College of Business
BS, Finance
1994 — 1998
Skills
- Securities
- Investment Advisory
- Pensions
- Asset Allocation
- Mutual Funds
- Finance
- Accounting
- Registered Investment Advisor
- Series 63
- Investment Strategies
- Alternative Investments
- Investments
- Retirement Planning
- Wealth Management
- Portfolio Management
- Rp
- Asset Management
- Trading
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