Cfp Blair Lapp Chfc Cdfa Crpc

Cfp Blair Lapp Chfc Cdfa Crpc

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Work Experience

Commonwealth Investment Advisors

Founder, Managing Partner

Fri Apr 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Ubs

Senior Vice President-Private Wealth Management

Fri Nov 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Us Trust

Senior Vice President, Private Client Advisor

Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Nov 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Citi Private Bank

Director - Ultra High Net Worth

Mon Jul 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Bny Mellon

Senior Director

Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Babson Capital Management Llc Massmutual Financial

Managing Director

Mon Jan 01 1990 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)

Merrill Lynch

Financial Consultant

Tue Jan 01 1985 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 1990 00:00:00 GMT+0000 (Coordinated Universal Time)

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