Categories
WEALTH MANAGEMENT
Rep/Contact Info

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Mark J. Anderson, CIMA®, SE-AWMA™, CRPS®
- Certified Investment Management Analyst, administered by IMCA and taught with The Wharton School of the University of Pennsylvania
- Merrill Lynch Wealth Management Advisor since 2008
- Senior Portfolio Advisor
- Sports & Entertainment Advisor
- Boston College graduate of Economics & Business Management
Mark J. Anderson, CIMA®, SE-AWMA™, CRPS®
Senior Vice President, Wealth Management Advisor
- Phone: (561) 514-4830
- Send an Email

View Personal Bio
John S. Lacy, CPWA®
John is Managing Director and founder of the Lacy Wealth Management Group at Merrill. Drawing upon 27 years of experience, his philosophy is "It All Matters." As portfolio Manager and investment strategy co-leader, John manages private client, corporate, and endowment portfolios with tailored wealth planning and asset management strategies to ultra-affluent generational families. He is a designated Sports & Entertainment Advisor with concentrations in estate, income, and sudden wealth management. John is an Economics graduate from the University of Texas at Austin and holds the Certified Private Wealth Advisor certification, administered by IMCA and taught with the University of Chicago Booth School of Business. Local philanthropy has included Chairman of Palm Health Foundation, trustee for two regional hospitals, Boys & Girls Clubs of PBC, and co-chair for “A Night for Nature” benefitting Fish & Wildlife Foundation of Florida.
John S. Lacy, CPWA®
Managing Director, Portfolio Manager, Wealth Management Advisor, Sports & Entertainment Advisor
- Phone: (561) 514-4846
- Send an Email