John Lacey, CFP®, is a seasoned financial professional with extensive experience in the investment and retirement planning sectors. Currently serving as a Financial Advisor at Osaic since April 2023, Lacey previously held the same role at Edward Jones from September 2019 to April 2023. Prior to that, Lacey was the Managing Director for the DCIO Channel at John Hancock Investment Management from October 2013 to December 2018, providing consulting and investment products to retirement-focused advisors in several western states. Lacey's earlier positions include Director of the Investment Specialist Group at MFS Investment Management and Regional Pension Consultant roles at Nationwide Financial and Morgan Stanley. Lacey holds a Bachelor of Arts in Communications from California State University, Fullerton, and a CFP designation from the College for Financial Planning.
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