top of page


Case Manager

Stan Lewandoski brings over 20 years of financial planning experience to Exclusive Advisors.  He is a graduate of Western Maryland College with a degree in Business Adminstration with an emphasis on economics.  Stan was previously a case manager in the planning department with Lincoln Financial Advisors/Sagemark Consulting.  As a case manager, Stan collaborated with other advisors in the development and implementation of various financial planning strategies.  The majority of financial plans developed were for high-net worth individuals.  Investment, retirement, insurance and estate tax minimization strategies were among the main areas of focus.  During his time in the Lincoln Financial Advisors/Sagemark Consulting planning department, Stan obtained his Registered Financia Consultant designation (RFC®). This designation is awarded to advisors who meet high standards of education, experience and integrity.


With a desire to have greater interaction while helping clients achieve their financial goals, Stan began his own advisory practice in 2004 as an independent advisor representative with Lincoln Financial Advisors/Sagemark Consulting.  Since that time he has grown his practice while working closely with successful business owners, executives and families.  Over the years Stan has been able to help clients meet their objectives through the implementation of both traditional and alternatives strategies.


Stan has been married to his wife Katie for 15 years, they have two young children (Molly & Max) and live in Jacksonville Beach.  In his spare time Stan enjoys fishing and playing golf.  His is an active member of the Jacksonville Sports Council (formerly the Gator Bowl Association) and serves as a mentor at the McDaniel College’s Center for Experience and Opportunity.


bottom of page