Steve Lanier
Steve Lanier, MBA
PeoplesWealth Advisory Group
Wealth Advisor, Raymond James Financial Services
Mobile Phone: 413.427.5953
Steve Lanier brings over 27 years of experience in the financial services industry and joined PeoplesWealth in 2022.
As a seasoned Wealth Advisor, he strives to help his clients meet their current financial needs as well as planning for the future. He does this by taking a comprehensive approach to addressing individual needs and working closely with each client to develop a personalized financial plan. This plan will be designed to meet both, the client’s short and long-term financial objectives while remaining manageable and sustainable.
Steve holds the title of Investment Management Consultant with Raymond James to better serve his clients. This designation shows that Steve demonstrates competence in investment management theory and consulting practices. This also means that Steve accepts the responsibility to maintain a high degree of skills in investment management consulting and to uphold his commitment to placing investors' interests first.
Steve is a graduate of Westfield State University and earned his Masters of Finance from Western New England University. He holds his Series 7, 63, and 65 registrations. Steve is also licensed in the states of MA, CT, FL, and TX for Life and Health Insurance. In his free time, Steve enjoys vacationing, golfing and spending time with his wife Kimberly and their three sons.
Disclosure
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting Program.
