PROFESSIONAL PROFILES
THE LANSAT GROUP AT MORGAN STANLEY SMITH BARNEY LLC AREAS OF SPECIALIZATION Helping families achieve their financial, social and legacy aspirations. With a goal to preserve and grow their wealth through an unwavering commitment to private wealth management.
SERVICES/PRODUCTS OFFERED Custom financial planning with a specialization in estate planning, retirement planning and income provision. Facilitation of business succession planning, defined contribution plans and wealth management for endowments and foundations.
PROFESSIONAL HISTORY The Lansat Group is committed to making a meaningful difference in the lives of their clients. Joel Lansat (senior vice president) began in 1986 working with divorced women and widows. His outstanding reputation is built on his expertise as an investment advisor. He expanded his business by partnering with his son Jeremy and daughter Samia. Jeremy Lansat (vice president) is dedicated to each of his clients personal financial needs. His thorough preparation, insight, and advice are the reason for his client retention and referrals. Samia Lansat (investment management consultant) provides a high level of client service, both proactively and responsively. She guides her clients to make wellinformed financial decisions, helping them to attain their goals.
PHILANTHROPIC CAUSES The Nat King Cole Generation Hope Foundation (board of directors); The Jewish Federation
CONTACT INFORMATION
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WE CAN’T CHANGE THE DIRECTION OF THE WIND, BUT WE CAN ADJUST YOUR SAILS TO REACH THE DESTINATION.
777 S. Flagler Drive, Suite 700 West Palm Beach, FL 33401 561.650.7562 fa.smithbarney.com/Lansat
- The Lansat Group
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