You’re likely familiar with the idea of (or have personal experience with) a personal financial advisor. However, you may be asking what exactly a nonprofit financial advisor is and what do they do? You’re not alone.
Billy Lanter joined Unified Trust in 2007 and serves as a Fiduciary Investment Advisor with over 15 years of experience in Wealth Management. In this role, he is responsible for developing and executing investment strategies for individual and institutional clients as well as creating, implementing and monitoring financial planning solutions for high-net worth families. He also serves as a voting member of the Wealth Management Trust Investment Committee.
Prior to joining Unified Trust, Mr. Lanter worked as a Wealth Management Advisor for one of the country’s largest banks where his efforts were focused on high-net worth families and several large institutional relationships. He also served six years in the Kentucky Army National Guard as a Staff Sergeant spending time on both active and reserve status.
Mr. Lanter earned a BBA in Finance and a BS in Accounting from the University of Kentucky. He received the CERITIFED FINANCIAL PLANNER (CFP® ) designation in 2010, the Accredited Investment Fiduciary (AIF® ) designation in 2008 and the Certified Trust Financial Advisor (CTFA) designation in 2013. An expert in the financial industry, Mr. Lanter has appeared as a featured guest on Bloomberg radio and TheStreet.com as well as being quoted in various media outlets including the Wall Street Journal, USA Today and US News.
Mr. Lanter is an active member of the community serving on multiple boards and was recognized as Commerce Lexington’s 2017 Volunteer of the Year. He is a passionate volunteer teacher through Junior Achievement primarily focused on Financial Literacy. Mr. Lanter also participates in various leadership programs having completed Leadership Lexington, Leadership Central Kentucky and served as past Chair of the Leadership Lexington Youth Program.
Blog Posts From This Team Member
On this date 75 years ago (June 6, 1944), the Allied Forces took on a task that some thought impossible – gaining a foothold in German occupied territory during WWII. In some ways, it feels as though investors and advisors alike are fearfully awaiting their own “D Day”. A day that we all know is eventually coming whether we like it or not - economic recession and bear market.