Your team
The Lacy Wealth Management Group
222 Lakeview Avenue
Suite 1300
West Palm Beach, FL 33401
(561) 514-4827
At Merrill, we help clients simplify the complex
We embrace the twists and turns of life, helping clients navigate their financial complexities to create a path forward. As our ad campaign says, having the “bull at your back” means you don’t have to go it alone.
The Lacy Wealth Management Group
Merrill Lynch Wealth Management
222 Lakeview Avenue
Suite 1300
West Palm Beach, FL 33401
(561) 514.4827
(561) 514.4827
Learn more about an advisor's background on
Understanding that significant wealth requires significant vigilance and care, our philosophy at The Lacy Wealth Management Group is:
“It All Matters.”
Providing tailored wealth planning and insightful investment advice, we know that every facet of your wealth management strategy matters in reaching your financial goals.
Understanding that significant wealth requires significant vigilance and care, our philosophy at The Lacy Wealth Management Group is:
“It All Matters.”
Providing tailored wealth planning and insightful investment advice, we know that every facet of your wealth management strategy matters in reaching your financial goals.
The Lacy Wealth Management Group
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Recognition
John Lacy
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
The Lacy Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
Mark Anderson,
CIMA®, SE-AWMA™
Senior Vice President, Wealth Management Advisor
561.514.4830
561.514.4830
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sameer Derashri
Wealth Strategies Advisor
Bank of America, N.A.
Cindy Pastrana
Wealth Management Banking Specialist
Merrill
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.