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Lane S

Series 63, Series 65

Neptune Beach, FL

UBS Financial Services

Lane Strumlauf is a financial advisor with UBS Financial Services and holds the Series 63 and Series 65 designations. He has 33 years of industry experience and has been with UBS since 2014. Outside of his advisory work, he serves as Treasurer for the Selva Preserve II Owners Association, managing budgets and dues for the small homeowners association. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research and affiliated banking programs.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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