John Lame

Private Wealth Manager at Creative Planning LLC

Role
Wealth Manager at Creative Planning
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Manager

    Creative Planning

    Aug 2020 — Present · Cincinnati, OH, US

    Jay is a Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities.

Education

  • University of Cincinnati

    Bachelor of Business Administration (BBA), Finance and International Business

    2008 — 2013

  • University of Cincinnati

    Finance

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John Lame — Wealth Manager at Creative Planning in Cincinnati, OH, US | Unifers