Lance Riddle

Lance Riddle is a Certified Financial Planner™ and seasoned financial advisor with over 35 years of experience guiding individuals and families through the complexities of retirement planning and investment management. He began his career at Smith Barney and went on to serve as a Vice President at Bear Stearns. He also held key roles at Merrill Lynch, where he earned recognition in the firm’s prestigious Executive Club for his work in wealth management and retirement income planning.

Lance is proud to offer fiduciary, objective financial guidance through his affiliation with Charles Schwab—giving clients access to institutional-quality asset management backed by trusted, independent advice. He works with clients across the country to create personalized strategies designed to build wealth, manage risk, and provide clarity throughout retirement.

A graduate of the University of Oklahoma and the College for Financial Planning, Lance maintains his Series 65 license and insurance credentials. He has also taught investment and retirement planning courses through Brookhaven College’s 55+ program, helping retirees and pre-retirees make informed decisions about their financial futures.

Based in Dallas, Texas, Lance serves clients nationwide through virtual meetings and advanced planning tools, making it easy to collaborate from wherever life takes you.