Frasier Esty, CFP®, AEP®

Senior Wealth Advisor

Frasier graduated from Bucknell University in 2013, earning a Bachelor of Arts degree with honors in Political Science and History.  He is a CERTIFIED FINANCIAL PLANNER certificant, holds the ACCREDITED ESTATE PLANNER® designation and works closely with the Firm’s clients to create and consult on financial plans. Prior to joining DCLA in 2021, Frasier was a Client Advisor at Bessemer Trust Company in New York for seven years, advising high net worth individuals and their families on investments, tax planning, and estate planning strategies. He has also held relationship management and analytical positions at U.S. Trust and Silvercrest Asset Management.

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Important Disclosures

References to the firm being founded refer to DCLA’s predecessor, Douglas C. Lane & Associates, Inc.