Dylan Lantry

Background

About Dylan Lantry

I oversee and coordinate the financial affairs for a select group of families, retirees, corporate executives, business owners and non-profit organizations in the Atlanta area and around the country. I believe in providing an in-depth education for clients to help them make better decisions about their financial affairs. My goal is to give people the best life possible with the resources they have. With the vast resources at Morgan Stanley, I strive to simplify and bring clarity to client's financial lives. I coordinate my efforts with clients' other advisors, including attorneys and tax advisors. My passion is retirement planning. I am incredibly fortunate in my profession to meet successful and interesting people in the greater Atlanta region as well as across the country. My clients confide in me and share their hopes, their aspirations, as well as their fears, and rely on me to collaborate with them to craft strategies to help achieve their goals and manage risks. I strive to ensure that clients don't outlive their resources and preserve their legacies for future generations to come. Should contact me if: 1. You are currently retired or are near retirement and are seeking a complete and personalized retirement plan. Are in the process of or considering divorce and are looking for a new, professional relationship with an advisor. Are dissatisfied with your current advisor and would like a second opinion. Are a non-profit organization considering a request for proposal for your current investment portfolio. Are a business owner or executive looking for a customized, professional financial advice and guidance. Areas of Emphasis: Financial Advisor, Retirement Income Planning, 401(k) plans, Estate Planning Strategies, Wealth Management