Lance Greco

Lance Greco, CFP®, is Vice President – Investments at Benjamin F. Edwards, based in Cedar Rapids, IA. He specializes in comprehensive wealth management and financial planning, advising clients on investment strategies, portfolio construction, and retirement planning. His responsibilities include direct client advisory services, portfolio management, and delivering tailored solutions for individuals and families seeking long-term financial security.

Lance's expertise spans a broad range of sectors, with a particular focus on equities, fixed income, and retirement-oriented asset allocations. Drawing on his extensive experience, he develops client strategies targeting diversified portfolios across both growth and income-producing asset classes, serving a clientele that includes high net worth individuals and retirement-focused investors.

With a career in the investment industry since 2007, Lance previously held positions as Vice President - Financial Advisor at RBC Wealth Management and Associate Vice President – Investments at Wells Fargo Advisors. He holds a Bachelor of Arts in Public Relations from the University of Northern Iowa and maintains the Certified Financial Planner™ designation, reflecting his commitment to professional standards and fiduciary best practices.