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Lance Jamerson, Cfp® Email & Phone Number

Managing Director of Financial Planning at Westshore Wealth at Westshore Wealth
Location: Dallas-Fort Worth Metroplex, United States, United States 12 work roles 2 schools
1 work email found @westshorewealth.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@westshorewealth.com
LinkedIn Profile matched
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Current company
Westshore Wealth
Role
Managing Director of Financial Planning at Westshore Wealth
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
9 employees

Who is Lance Jamerson, Cfp®? Overview

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Quick answer

Lance Jamerson, Cfp® is listed as Managing Director of Financial Planning at Westshore Wealth at Westshore Wealth, a company with 9 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at westshorewealth.com and a matched LinkedIn profile for Lance Jamerson, Cfp®.

Lance Jamerson, Cfp® previously worked as Managing Director of Financial Planning at Westshore Wealth and Director of Financial Planning at Westshore Wealth. Lance Jamerson, Cfp® holds Bachelor Of Arts (Ba), Economics from The University Of Texas At Austin.

Company email context

Email format at Westshore Wealth

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*@westshorewealth.com
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AeroLeads found 1 current-domain work email signal for Lance Jamerson, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Lance Jamerson, Cfp®

Lance Jamerson, Cfp® is a Managing Director of Financial Planning at Westshore Wealth at Westshore Wealth. He possess expertise in financial planning, wealth management, estate planning, retirement planning, investment advisory and 5 more skills.

Listed skills include Financial Planning, Wealth Management, Estate Planning, Retirement Planning, and 6 others.

Current workplace

Lance Jamerson, Cfp®'s current company

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Westshore Wealth
Westshore Wealth
Managing Director of Financial Planning at Westshore Wealth
california, united states
Website
westshorewealth.com
Employees
9
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Company profile
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12 roles · 20 years

Lance Jamerson, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Director Of Financial Planning

Current
Westshore Wealth

Dallas-Fort Worth Metroplex

May 2022 - Present

Director Of Financial Planning

Westshore Wealth

Dallas/Fort Worth Area

Dec 2018 - Apr 2022

Sr. Wealth Manager

Howard Financial Services

Dallas/Fort Worth Area

Oct 2013 - Dec 2018

Managing Principal

Austin Wealth Management

Austin, TX

Nov 2011 - Sep 2013

Managing Principal

Revel Financial
Apr 2009 - Nov 2011

Avp - Practice Managment

Nfp
Apr 2006 - Apr 2009
Team & coworkers

Colleagues at Westshore Wealth

Other employees you can reach at westshorewealth.com. View company contacts for 9 employees →

RO Ryan Ornellas Ryan Ornellas Colleague at Westshore WealthOrange County, California, United States, United States View → TB Trevor Bryant, Cfa, Cfp® Trevor Bryant, Cfa, Cfp® Colleague at Westshore WealthDallas, Texas, United States, United States View → BF Billy Feather Billy Feather Colleague at Westshore WealthPlano, Texas, United States, United States View → LL Lauren Loveless Lauren Loveless Colleague at Westshore WealthUnited States, United States View → RB Ryan Brizendine Ryan Brizendine Colleague at Westshore WealthNewport Beach, California, United States, United States View → AC Amisha Chaudhary, Ma Amisha Chaudhary, Ma Colleague at Westshore WealthOrange County, California, United States, United States View →
2 education records

Lance Jamerson, Cfp® education

FAQ

Frequently asked questions about Lance Jamerson, Cfp®

Quick answers generated from the profile data available on this page.

What company does Lance Jamerson, Cfp® work for?

Lance Jamerson, Cfp® works for Westshore Wealth.

What is Lance Jamerson, Cfp®'s role at Westshore Wealth?

Lance Jamerson, Cfp® is listed as Managing Director of Financial Planning at Westshore Wealth at Westshore Wealth.

What is Lance Jamerson, Cfp®'s email address?

AeroLeads has found 1 work email signal at @westshorewealth.com for Lance Jamerson, Cfp® at Westshore Wealth.

Where is Lance Jamerson, Cfp® based?

Lance Jamerson, Cfp® is based in Dallas-Fort Worth Metroplex, United States, United States while working with Westshore Wealth.

What companies has Lance Jamerson, Cfp® worked for?

Lance Jamerson, Cfp® has worked for Westshore Wealth, Howard Financial Services, Austin Wealth Management, Revel Financial, and National Financial Partners.

Who are Lance Jamerson, Cfp®'s colleagues at Westshore Wealth?

Lance Jamerson, Cfp®'s colleagues at Westshore Wealth include Ryan Ornellas, Trevor Bryant, Cfa, Cfp®, Billy Feather, Lauren Loveless, and Ryan Brizendine.

How can I contact Lance Jamerson, Cfp®?

You can use AeroLeads to view verified contact signals for Lance Jamerson, Cfp® at Westshore Wealth, including work email, phone, and LinkedIn data when available.

What schools did Lance Jamerson, Cfp® attend?

Lance Jamerson, Cfp® holds Bachelor Of Arts (Ba), Economics from The University Of Texas At Austin.

What skills is Lance Jamerson, Cfp® known for?

Lance Jamerson, Cfp® is listed with skills including Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Insurance, Risk Management, and Succession Planning.

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