D. Trent Lancaster, AWMA® | Spartanburg, SC | Financial Advisors

D. Trent Lancaster, AWMA®

In working with clients in today’s economic and financial environment, I help them to understand that financial advice is more than managing an investment portfolio. It also includes relationship-oriented advice, providing value in discussing life goals, changes that occur over life stages and offering recommendations to restructure their investment plan to meet those changing needs.

My client focus has always been to provide my clients with the personal touch they seek while providing a professional financial relationship they can depend on as they work toward reaching their life goals. Using Janney’s resources, I employ a diligent, pro-active approach toward providing the service, solutions and research necessary to recommend a customized investment plan for their needs.

Market swings, economic trends, government regulations and

robo-advice can be confusing or even misleading, making clients unsure as to what is right for them. My job is to help my clients navigate through what they read and hear so the best strategy can be decided as they go through the various stages in their lives.

At Janney, I have access to the industry specialists and research analysts I need to help me recommend the appropriate strategy to build my clients' portfolios. Using the tools provided to me, I can stay informed of the various investments that comprise the portfolio allocation to ensure the selected investments are in line with the defined goals.

My website also contains information about Janney's storied history and our Firm's stability as well as educational materials and research insights that cover topics of interest that may be of benefit to you. I encourage you to read them. Feel free to contact me with any questions you may have.

Thank you for visiting my site.

Our Team

Because of the changing needs of my clients, I became affiliated with a firm that supported my client service philosophy and the way I approach my practice. This is the reason I joined Janney. Janney has the balance of a regional presence coupled with a culture based on 'the client comes first.' This culture allows me to give each of my clients the attention they need toward meeting their investment goals. I take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. My depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables me to provide high quality service, while offering advice and executing financial solutions for every stage of life.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Business Retirement Plans

We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.

College Saving and Funding Plans

As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.

Financial Planning

No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.