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portrait of Lance R Gresham
FINANCIAL ADVISOR

Lance R Gresham

AAMS™, CRPC™
1532 Park Hill Drive, Gainesville, GA 30501opens in a new window
CallSend Me a Message

About Lance

Our ultimate goal is to serve our clients with customized strategies that help them achieve their financial goals. Our clients tell us their destination, and we create a road map to help them get there. We guide our clients through an established process that is backed by cutting-edge technology and up-to-date research and analysis.

I became a financial advisor in 2007, but I have been a student of finance and have loved helping others my entire life. I received my first job in banking in 2005 and have continually refined my craft to provide clients with the most appropriate advice.

I...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities

Work History

  • Edward JonesMay 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of North GeorgiaBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Fishing
  • Pickleball

Team Members

  • Stephanie Corbett
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(770) 297-6482

Fax

(866) 462-7441

Office Address

1532 Park Hill Drive
Gainesville, GA 30501opens in a new window

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