Brandy Lancaster

Brandy Lancaster

Senior Registered Client Service Associate

Brandy brings over 15 years of financial services industry experience to our team. She prides herself on offering dedicated and attentive client service with a focus on relationship building as she assists clients with their administrative and operational needs in pursuing their financial goals.

Brandy began her career at Merrill Lynch in 1998 and has previously served as a Senior Registered Client Associate at Wells Fargo Advisors, UBS Financial Services, and Raymond James Financial Services.  Brandy has additionally functioned as the Client Associate Liaison for the region, CA Branch Coach and Branch Manager’s Assistant.

Brandy graduated from the University of the State of New York with a Bachelor of Science degree and is certified in the State of Colorado as a Physical Therapist Assistant.

She has lived most of her life in Colorado and enjoys spending time outdoors – hiking with her dog, backpacking and traveling to new places.