Lance Slaten, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

About Lance

I joined the Edward Jones family in 2012 after a 14-year career as a consultant with Novartis Pharmaceuticals. I became a limited partner with our firm in 2019.

As your financial advisor, I believe it is important to understand what is important to you, and to then use an established process to help you achieve your financial goals. My branch office administrator, Debra Jennings, and I utilize the technology and many tools at our disposal to help our clients stay on track throughout their lifetime.

I have my bachelor's degree from Stephen F. Austin State University and have earned the CFP®...

Work History

  • Edward JonesMay 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Stephen F Austin State UnivBachelor of Science

Team Members

  • Debra Jennings
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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