Lance Ross Email & Phone Number

Lance joined The Atlantic Group in 2021, but began his career at Oppenheimer & Co. Inc. in 2010. He focuses on advising affluent families and institutions, including trusts, estates, foundations, endowments, pension plans and individuals with concentrated stock positions. He emphasizes the importance of meticulous client service backed by skillful collaboration with Oppenheimer Asset Management Inc., Oppenheimer Trust Company and with his clients’ trusted tax and legal advisors. This collaboration gives him a holistic view into each client’s financial dealings, including tax and estate planning strategies, concentrated stock positions and sales of privately held businesses. I am licensed in the following states: CA, CO, CT, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MS, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA. Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states. Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

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  University Of Michigan

  Bachelor Of General Studies