Lance Griffith Email & Phone Number

Since 2001, I've developed relationships and friendships with clients beyond what I ever expected. I think a big reason is that I bring them a cheerleader attitude – providing the hands-on approach of a coach on the sidelines (not in the press box). I truly care about clients' happiness and helping them move from point A to point B as safely as possible. WHO DO I SERVE? A largely referred clientele in Louisiana, Texas and on both coasts – active and retired business owners (some in real estate and others who own property), educators and administrators, and generations of families. Like me, these clients are not extravagant. Typically, they want to make the most of their money, with minimal risk. In early discussions, I focus clients on what I call "wealth beyond you" and its purpose – for a fulfilling retirement lifestyle, or creating a family or philanthropic legacy. Meeting with both spouses, I ask about their visions and concerns. And because I'm active in my community, I am well aware that many clients look to pass along their values, along with their wealth. WHAT MAKES ME PROUD? • Being at Merrill – which is part of Bank of America. Here, I offer clients everything from banking, credit cards and lending, to trust services. With a single phone call, I can bring the right banking and trust specialists to the table. • Being a lifetime learner who supports his community. I hold a Bachelor's degree in Business Administration in Management from Northeast Louisiana University and an MBA from University of Louisiana at Monroe. I also hold a place in my heart for serving and protecting people – generously assisting Crime Stoppers and efforts to fight Sickle Cell Anemia across several parishes. • Travel adventures with my wife, Brigette (a nurse). We explore new places, so that we can learn and see things differently than before. Back home, I work out, enjoy podcasts, reading and any endeavor that offers me a new perspective on life. *Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.

Listed skills include Fixed Annuities, Life Insurance, Retirement, Insurance, and 23 others.