Lane Patrick Wilson
Advisor at Merrill — Huntsville, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
30 years
Location
Huntsville, AL 35802
Merrill
Institution
Lane Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 25 years of experience in asset management, specializing in working with high-net-worth individuals and business owners. Lane's responsibilities include constructing, tracking, and analyzing client portfolios tailored to individual goals and needs. He is particularly skilled in exit planning, holding the Certified Exit Planning Advisor (CEPA) designation, and serving business owners with their exit planning strategies.
Lane holds a Bachelor's Degree from Huntingdon College. His professional certifications also include the Personal Investment Advisor (PIA) designation. He is a member of the Exit Planning Institute and is involved in several community organizations, including Northeast Alabama FCA, Not One More Alabama, and Wellstone.
Based in Huntsville, Alabama, Lane spends time volunteering with local charities. He enjoys hunting, fishing, and traveling. Lane and his wife Cheri have four daughters and enjoy spending time at the lake and hosting their large families.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Huntsville, AL
4725 Whitesburg Dr SE
Huntsville AL 35802
Advisors at this office
21
Alabama · Texas
30 years of industry experience
Bank of America, N.A.
2023 - Present • 3 years
Huntsville, AL
Merrill
2022 - Present • 4 years
Huntsville, AL
Morgan Stanley Private Bank, National Association
2015 - 2022 • 7 years
New York, NY
Morgan Stanley
2009 - 2022 • 13 years
Huntsville, AL
Citigroup Global Markets
2009 - 2009 • 1 year
Huntsville, AL
Wells Fargo Clearing
2006 - 2009 • 3 years
AL
BBVA Compass Investment Solutions, Inc.
2002 - 2006 • 4 years
AL
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Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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