Lance Eaton’s clients rely on him to help plan their financial well-being - now and well into the future. They chose him for his client-centric orientation and his care for them and their family. They also appreciate his comprehensive approach to financial and wealth management – to help ensure every aspect of their financial life is aligned to the future they’ve committed to achieve – through all the twists and turns.Clients also count on Lance’s knowledge on their equity compensation which can be significant portions of their investment portfolios. He helps clients navigate and manage their public company equity compensation plans including tax management strategies, Rule 144 transactions and 10b5-1 Trading Plans. Lance has 23 years of professional experience since entering the investment and financial services industry in 1999. He is a CERTIFIED FINANCIAL PLANNER™ and an Insurance Planning Director. He shares his diverse experience with clients having also worked at UBS Financial Services, Oppenheimer & Co and ETrade prior to joining Morgan Stanley. Ironically, Morgan Stanley acquired ETrade in 2020.Lance serves clients across the United States from his offices and homes in both Chicago and Phoenix. He is a Board Member of the Illinois Chapter of the FPA (Financial Planning Association) and is the Chapter’s National Advocacy Director. Lance also serves on the FPA Advisory Council Executive Committee at the national level to ensure that Financial Planning Association members are heard on issues of importance to them and the financial planning profession. In this role, he also helps the FPA lobby Congress for financial planning legislation that will benefit all Americans.Lance’s undergraduate education was at UCLA and the University of Texas at Austin. When he’s not serving clients, Lance enjoys traveling domestically and abroad, fine cuisine, the Chicago Cubs, musical theatre, concerts, and all kinds of design.Licenses:* CERTIFIED FINANCIAL PLANNER™* Series 7* Series 63 * Series 66 * Life & Health Insurance licensed (CA) # 0E58450* NMLS # 1677629