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Lance Powers

Managing Partner and Portfolio Manager

Canopy 360 Wealth

United States, Florida, Ocala

About Me

Lance is a graduate from Lee University, where he received a bachelor's degree in Business Administration. He began his career with Dun & Bradstreet, in 1996, working as an analyst selecting investments for pension plans. In 1998, he transitioned to SunTrust, continuing his career as a portfolio manager for high net worth clients. When SunTrust began to reduce operations in the central Florida area, Lance decided to affiliate with Morgan Stanley and continue working with high net worth clients. Having spent a few years with Morgan Stanley, Lance was able to understand the culture and corporate initiative enough to determine it wasn’t the right place for him to continue to grow his wea

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Profile Information

Managing Partner and Portfolio Manager

Canopy 360 Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Ocala

Florida

United States

Jul 28, 2025

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