Brandy Lancaster

Sr. Registered Client Service Associate

Brandy is a Senior Registered Client Service Associate with over 18 years of financial services industry experience. She prides herself on offering outstanding client service with a focus on relationship building as she assists clients with their administrative and operational needs in fulfilling their financial goals.

In her previous roles, Brandy worked at Merrill Lynch, Wells Fargo Advisors, and UBS Financial Services in client-facing roles. Brandy graduated with a Bachelor of Science degree from the State University of New York at Albany. She currently holds her Series 7 and Series 66 licenses.

She has lived most of her life in Colorado and enjoys spending time outdoors. When she’s not working, she enjoys hiking with her dog, backpacking, and traveling to new places.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.