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

Lance Powers
Managing Partner and Portfolio Manager
Canopy 360 Wealth
United States, Florida, Ocala
About Me
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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