Snowden Lane Partners- Financial Advisor Williamsville, NY

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About Snowden Lane Partners

Snowden Lane Partners is an independent, selective wealth management firm, dedicated to providing client focused advice in a goals-driven culture. As independent wealth advisors, we are free to act in the best interest of our clients. Snowden Lane was founded to create a place of higher ideals; a place where the client's interests Comes First.

The leadership team has over 125 years of experience from the worlds largest wealth management firms and founded Snowden Lane Partners. Our Chairman, Lyle LaMothe, was Head of Merrill Lynch's US Wealth Management. Rob Mooney, Managing Partner, and CEO was Head of Risk Management and General Counsel for Merrill Lynch Global Wealth Management. Greg Franks, Managing Partner, and President was a former Division Director for Merrill Lynch's US Wealth Management.

With 14 offices Nationwide - California, New York, Connecticut, Maryland, Texas, Florida, Pennsylvania, New Hampshire and Colorado. Snowden Lane has a growing national and overseas footprint with over $ 11 billion in client assets. The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing it as one of the top independent RIA firms in the U.S. The firm was also included in the Barron's Top 100 RIA Firms ranking, from 2020 -2023 .

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General Information

Firm Start Year

2011

No. of Employees

100-499

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

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Snowden Lane Partners