Professional of the Year - Financial/Estate Planning and Investment Management
Jeremy Lansat |
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Title: | Managing Director |
Industry: | Financial |
Type of Organization: | Financial Service |
Major Product/Service: | Providing financial and wealth management services |
Expertise: | Mr. Lansat has over 20 years experience. He is responsible for sophisticated estate planning, investment management, and consulting. Mr. Lansat advises clients regarding financial needs and planning. |
Geographic Area of Distribution: | Florida |
Affiliations: | Investment and Wealth Institute |
University/Degree: | B.S., Business Administration and Finance, Florida State University; M.B.A., Finance, Palm Beach Atlantic University; Certified Private Wealth AdvisorŪ, The University of Chicago Booth School of Business |
Born: | November 2, 1978, Alabama |
Hobbies/Sports: | Sporting events, travel, family activities, golf, boating, fine dining |
Spouse: | Deanne |
Children: | 3 children |
Work History: | Mr. Lansat began his financial career in 2000 working at The World Trade Center in New York City. |