3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
- With CAPTRUST Since 2018
- 516.487.8220
-
3 Dakota Dr.
Suite 310
Lake Success, NY 11042
Michael Lenzo
Financial Advisor
- Smithtown, NY
- Moneyball | The Longest Yard
- Derek Jeter, Michael Jordan, and Will Smith
- Some people want it to happen, some wish it would happen, others make it happen.
- Loyalty, honesty, and ambition
Financial Advisors
Mike is a wealth management advisor who works out of the Lake Success, NY office.
Mike joined CAPTRUST from FCE Group in 2018. He serves as a financial advisor. Mike is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.
Mike’s unique approach focuses on the belief that all clients can get the retirement they want and deserve. His goal is to ensure clients have the ability to get the retirement they want by taking into account their whole financial picture. His motivation comes from his family members who did not have the opportunity to get the retirement they dreamed of.
Education
- Bachelor of Science degree in business administration in finance and financial planning from the University of Delaware
News & Resources
Resources
Resources
5 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Announcements
2 years ago
CAPTRUST Continues Rapid Growth with Addition of $1.4 Billion Long Island-Based FCE Group
Financial consulting firm FCE Group, headquartered in Long Island, New...