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  • With CAPTRUST Since 2018
  • 516.487.8220
  • 3 Dakota Drive, #310 Lake Success, NY 11042

Michael Lenzo

Michael Lenzo

Financial Advisor

  • Smithtown, NY
  • Moneyball | The Longest Yard
  • Derek Jeter, Michael Jordan, and Will Smith
  • Some people want it to happen, some wish it would happen, others make it happen.
  • Loyalty, honesty, and ambition

Financial Advisors

Mike is a wealth management advisor who works out of the Lake Success, NY office.

Mike joined CAPTRUST from FCE Group in 2018. He serves as a financial advisor. Mike is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.

Mike’s unique approach focuses on the belief that all clients can get the retirement they want and deserve. His goal is to ensure clients have the ability to get the retirement they want by taking into account their whole financial picture. His motivation comes from his family members who did not have the opportunity to get the retirement they dreamed of.

Education

  • Bachelor of Science degree in business administration in finance and financial planning from the University of Delaware