Renee Hof Lacey
Private Wealth Advisor, Senior Vice President, Investment Management Consultant Wealth Management @Raymond James
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WORK HISTORY
Private Wealth Advisor, Senior Vice President, Investment Management Consultant Wealth Management @Raymond James
Birmingham, MI, US
As a Private Wealth Advisor, I provide high-net-worth wealth planning services to business owners and a diverse clientele, including corporate professionals (particularly in the automotive industry), families, women investors, retirees, and pre-retirees. Our team creates custom financial plans designed to address your objectives, supporting both business and personal needs. We work with your team of professionals to coordinate risk management, taxes, estate planning objectives and legacy planning.Designations: Chartered Retirement Planning Counselor℠ (CRPC℠), Certified Exit Planning Advisor (CEPA), and Certified Wealth Strategist® (CWS®).
ABOUT RENEE HOF LACEY
Private Wealth Advisor | Certified Exit Planning Advisor (CEPA)| Certified Wealth…
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