I want you to be a confident investor so you can work toward your life goals and dreams. I will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust I aim to earn through integrity, hard work and service.
Lance McMurry
- Managing Director
- PIM Portfolio Manager
Lance focuses on the creation of strategies for high-net-worth individuals and their families that are designed to help them meet their short and long term financial goals, including retirement and estate planning services. He prides himself on the ability to listen to and interpret client's ideas about their financial situations, preferences and goals, and he uses the vast resources of Wells Fargo Advisors Financial Network to help them explore a wide range of possible services.
Lance earned his CFA ® Charter in 2004. He has a B.S. in Public Financial Management from Indiana University in Bloomington. Lance and his wife, Young, are passionate about helping homeless cats and dogs. They reside in Naples, FL, with their two children, Carson and Jack.
Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.
Lance earned his CFA ® Charter in 2004. He has a B.S. in Public Financial Management from Indiana University in Bloomington. Lance and his wife, Young, are passionate about helping homeless cats and dogs. They reside in Naples, FL, with their two children, Carson and Jack.
Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.
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Myraida Hamilton
- Operations Manager
Myraida is conscientious, professional and quick to respond to requests and challenges presented by clients. She strives to make every client contact a positive experience by delivering concierge level service. Myraida manages all aspects of daily operations as well as all administrative requests. Most notably, Myraida spearheads the optimization of client communication and oversees the implementation of operational policies and procedures.
Myraida attended Florida International University in Miami where she majored in Public Relations. She proceeded to work for Bank of America where her client service skills were honed. Myraida resides in Naples with her son Alexander. Outside of the office she can be found spending time with her son Alexander, at the beach and bike riding.
Myraida attended Florida International University in Miami where she majored in Public Relations. She proceeded to work for Bank of America where her client service skills were honed. Myraida resides in Naples with her son Alexander. Outside of the office she can be found spending time with her son Alexander, at the beach and bike riding.