JUSTIN LACEY
Merrill Lynch Wealth Management
As a Certified Exit Planning Advisor (CEPA®), Justin Lacey is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Justin Lacey - - Merrill Lynch Wealth Management - Newport Beach, California, city=Newport Beach, display_country=United States, hs_object_source_label=IMPORT, url_slug=justin-lacey, lname=Lacey, designations=[CEPA], hs_object_source_id=39132544, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202023/LACEY-JUSTIN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Sept-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1696002160110, cohortium_profile_title=Justin Lacey | Wealth Manager at Merrill Lynch Wealth Management | CEPA Connect Member, state=California, hs_was_imported=true, id=9102794851, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Justin Lacey, email=jblacey@ml.com, cohortium_meta_description=Connect with Justin Lacey, a specialized Wealth Manager working with Merrill Lynch Wealth Management based in California. Credentials include: CEPA., associated_contact_record_id=24411851, website=www.ml.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20SEPTEMBER%202023/5762_Lacey_CEPA-Certificate-2023-September.pdf, is_editable=editable, url_slug_2=justin-lacey, impersonate_user_url=https://exit-planning-institute.org/member-detail/justin-lacey?impersonation=true, full_name=Justin Lacey, hs_lastmodifieddate=1764932318408, phone=(949) 721-7248, company_name=Merrill Lynch Wealth Management, name=Justin, hs_object_id=9102794851, associated_resources=0, hs_object_source=IMPORT, postal_code=92660, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=26688115}
- Advisor Type: Wealth Manager
- Website:
https://www.ml.com - Phone: (949) 721-7248
- City: Newport Beach
- State: California
- Postal Code: 92660
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Merrill Lynch Wealth Management
