The LBA Group Unveils LBA Wealth Management, LLC

LBA is honored to welcome Dave Albaneze and Carrie Jones to lead the LBA Wealth Management team. Dave and Carrie will work closely with LBA Wealth Management clients to help them look at the "big picture" and understand how financial decisions made today will affect long term goals and ultimate financial success.

 

LBA Wealth Management services will include:

• Establishing investment goals
• Creating investment strategies
• Analyzing current investments
• Implementing portfolio changes
• Constantly monitoring investments

 

LBA Wealth Management portfolios consist of individual stocks and bonds, mutual funds, and/or exchange traded funds within a diversified allocation strategy. Investments are held with a custodian or broker who reports monthly on the performance of holdings and transactions. LBA Wealth Management sends quarterly investment statements that include performance returns, portfolio holdings, and overall allocation.

 

LBA Wealth Management, along with our virtual research partners, constantly monitors the economy and financial markets for trends and outlooks that relate to client portfolio strategies.

 

LBA Wealth Management also provides financial planning including
retirement projections, education planning and estate preservation.

 

	David T. Albaneze, CFA Direct: 904.394.0838 Main: 904.396.4015 Cell: 904.710.3598 E-Mail
	Carrie Beasley Jones Direct: 904.394.0837 Main: 904.396.4015 Cell: 904.838.1590 E-Mail