Lance Lipset, CFP®

Regional President, Senior Managing Director

Basking Ridge, NJ

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM

 

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.

We look forward to learning about your financial goals.

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