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STANLEY LEWANDOSKI II, RFC®

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.


904-363-9995

STANLEY LEWANDOSKI II, RFC®
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*An accredited investor is an individual that has an annual income in excess of $200,000, or joint income with spouse in excess of $300,000 -or- An individual net worth (the fair market value of total assets, but excluding the value of the principal residence, minus liabilities), or joint net worth with spouse in excess of $1,000,000 -or- holds in good standing a Series 7, 65 or 82 license.

We are licensed in the following states.  If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you services at this time.  Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Massachusetts, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Vermont and Virginia.

Securities offered through Arkadios Capital Member FINRA/SIPC. Advisory Services offered through Arkadios Wealth.  Arkadios Capital and Arkadios Wealth are affiliated through common ownership.

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