Lance K Wilson

Lance K. Wilson is a seasoned financial professional with extensive experience in wealth management. They served as Vice President Wealth Planner at Fidelity Investments in 2018 and held multiple roles at SunTrust from 2011 to 2017, where they led the development of a planning-based relationship model and significantly increased advisory fee-based business. Previously, from 1994 to 2011, they worked as Vice President at First Union-Wachovia-Wells Fargo Wealth Management, overseeing operations and training within a six-branch complex. Lance earned a Bachelor of Arts degree in Economics and Management from Ohio Wesleyan University in 1989.