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  1. US
  2. TN
  3. Memphis
SUMMARY   Services Excellence Summary

Lakeland Wealth Management LLC, a registered, fee-based investment advisory firm, is based in Lakeland. It offers money management and financial planning services for families, institutions, and individuals of high net worth. Lakeland Wealth Management applies fundamental value analysis to tailor portfolios for individual risks and needs. Sreeni Meeka, CFA(r), CFP(r), is Lakeland Wealth Management LLC's managing member and advisor. Sreeni is an experienced investor in the equity and derivatives markets with 27 years. Sreeni was an adjunct professor of Finance at Arkansas State University. She also worked as a consultant in management for four big firms and at several Fortune 500 companies across North America. Sreeni is a graduate of mechanical engineering from The University of Texas at El Paso. She also holds an MBA in finance from The University of Memphis.

 

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Lakeland Wealth Management Reviews: 1. Average Rating: 5.0
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