Lance Millar

Senior Client Advisor

Lance Millar is an experienced investment industry professional focused on helping high net worth individuals and families achieve their financial goals and objectives.

Prior to Banyan, Lance was a Financial Advisor with Weiss Capital Management, a Florida-based investment adviser acquired by Banyan in 2011. Lance has also held financial advisory positions with the Wealth Management division of UBS and Wachovia Securities. Prior to these roles, Lance worked for 10 years in the “paratransit” industry, where he helped provide transportation services to the disabled and elderly. This earlier career and the managerial, professional and interpersonal skills he developed are valuable tools Lance relies on in his work with Banyan clients.

Lance earned a bachelor’s degree in international relations from the University of California, Davis and holds the Series 66 license.

Contact Lance
1-800-422-6172