Edward Jones

Lance Wilson is a Private Client Relationship Manager at Citizens Bank in Brooklyn, NY, specializing in comprehensive financial planning tailored to individual client needs. With a dedicated advisory team, he guides clients through their financial journeys, ensuring that their plans evolve as their life circumstances change. Citizens Private Client offers personalized financial advice and exclusive rewards through Citizens Plus, including premium benefits such as higher savings rates and special lending discounts. The firm emphasizes a collaborative approach, focusing on the unique goals and legacies of clients and their families. Generated from the website

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.