Advisor profile


My approach

Carmen Lance - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Carmen Lance - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Arts in Business Admisistration - Finance from Wesleyan College

Interests

I am a native to Western North Carolina.

I am happily married to my husband Jack and we have a Baby Boy Jack III and a dog named Ceasar.

Together, Jack and I enjoy traveling, playing golf and tennis, as well as coaching youth sports.

I have recently developed a new found love of fantasy football.

Physical Fitness and a healthy lifestyle are important to me.

I love researching my genealogy.

I am very involved in community organizations and charities in both North Carolina and North Georgia.

Community participation

My husband Jack and I are actively engaged in our community through youth sports and various local philanthropic organizations.

  • Glenda Gooch Foundation
  • United Way of Cherokee and Clay Counties - Board Member
  • Clay County Chamber of Commerce
  • Union County Chamber of Commerce
  • Cherokee County Chamber of Commerce

Previous experience

  • Financial Advisor/CEO , Lance Investments& Wealth Management LLC, 2013-2015, Hayesville, NC
  • Financial Advisor - Manager, Edward Jones Investments, 2010-2013 Western North Carolina Region
  • Financial Advisor, Nantahala Bank and Trust Company, 2008-2010, Tri-State Area