Michael Lacy
Studied at College For Financial Planning
Works at J.P. Morgan
Available tomorrow
Starting at 3:00 PM UTC
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Work Experience
Regional Support Lead
J.P. Morgan
April 2026 - Present
Coach, manage, onboard, train financial advisors.
Senior Wealth Planner
Alloy Wealth Management
October 2023 - April 2026
Private Client Advisor
J.P. Morgan
October 2020 - October 2023
Lead Financial Advisor
Hobart Wealth
July 2018 - October 2020
Education
College For Financial Planning
Master's Degree, Personal Financial Planning
2021 - 2023
Southwestern Assemblies of God University
Bachelor's Degree, Business
2012 - 2017
I completed my Bachelor's Degree remotely with Southwestern after going to a Bible College for 3 years. The credits transferred and I was able to finish my degree with SAGU. However, there was a gap between my Bible College graduation and SAGU graduation.