Joel Lansat
Joel Lansat
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
Director's Council
777 South Flagler Drive
Suite 700-East Tower
West Palm Beach, FL 33401
tel: 561.820.2340
toll free: 800.327.6322
fax: 561.659.5168
 
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.

 
BULLETIN BOARD
  • Do questions like these impact your retirement picture: Do I have enough to cover my needs, my dreams and the unexpected? How do today's choices affect others I care about tomorrow? Is there life after work? Call to develop a plan for achieving the retirement you envision.
  • At Smith Barney, we think about retirement as part of a bigger picture—your life. You should have the financial flexibility to make choices based on what you want to do, not what you have to do. We can work with you to develop a comprehensive plan to help you achieve the retirement you envision.
  • Ask us about Women and Company®, a program offered by Citigroup to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
 
Joel Lansat is licensed in the following state(s): AK, AL, AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, MS, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.