Lance Lipset, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 2024 as a result of the acquisition of LWS Wealth Advisors, where he was the Managing Principal and Wealth Advisor
• Responsible for the development of investment policy statements and investment portfolio management, as well as the creation and monitoring of comprehensive financial plans
• Began his work at Merrill Lynch’s global headquarters where he headed a wealth management group serving high net worth families, corporations and non-for-profits

Life Outside of MAI 

• Served on a variety of boards and committees for non-profit organizations
• Currently serves as a volunteer first responder

Education

• University of Maryland, B.A.

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.