Experienced financial guidance that meets your specific needs

Reaching milestones and pursuing your greatest ambitions brings immeasurable joy. And it’s our privilege to work with you, from planning and saving to watching you strive for your dreams. When it comes to pursuing your goals, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail.

Through our disciplined process, deep experience and financial planning expertise, you can be confident that you have the support needed to make sound decisions when developing and executing a comprehensive, tailored plan for your financial goals.

Anthony “Tony” R. Lott
Anthony “Tony” R. Lott, CFP®, CIMA®, CRPC®
Senior Vice President, Investments
Ryan J. Paschen
Ryan J. Paschen
Financial Planning Consultant
Veronica L. Pies
Veronica L. Pies
Senior Registered Client Service Associate

Strategic thinking that makes an impact

At Lott & Partners, you won’t find a faceless, one-size-fits-all approach to financial planning and advice. The most productive and well-suited investment ideas emerge from getting to know each other well and collaborating long into the future. We pride ourselves on delivering the highest level of due diligence and an uncompromised standard of service when it comes to your financial future.

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Experienced advisors aligned with you

We take protecting and managing your wealth extremely seriously, which is why we firmly believe that offering each and every client individual guidance and trusted counsel is the key to success. Our team members are no strangers to providing proactive, hands-on and detail-attentive financial advice.
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Your dreams and desires are within close range

Our lives are complex, and no two people share the same needs, goals and ambitions. The stories we live and our day-to-day experiences are what shape us. At Lott & Partners, you’ll receive a well-crafted and sophisticated financial plan that’s created with you, and only you, in mind. That way, you’re in prime position to achieve the goals that matter to you most.
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The difference is our attention to detail

We pride ourselves on our team’s eye for detail. With our consistently responsive client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.
Happiness and value are a winning combo. We deliver both.
Tony Lott, CFP®, CIMA®, CRPC®, Senior Vice President, Investments

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Lott & Partners of Raymond James

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