"We believe that our personlized service and the relationship that we build with you will help you reach your financial goals"

 

Alan Michael Eppers

Alan Michael Eppers Senior Vice President/Investments

Address:
35 Pinelawn Rd Ste 101E
Melville, New York 11747
Phone:
631-454-2000
Email:
This email address is being protected from spambots. You need JavaScript enabled to view it.

Biography

Alan has over two decades of experience in the financial services industry, having nurtured and developed his practice at such firms as Merrill Lynch, Salomon Smith Barney, Prudential, and now Herold & Lantern Investments. Prior to that, he owned and operated his own business, and therefore, has a keen understanding of the challenges faced by small business owners today. Alan has built his practice servicing the needs of high net worth individuals, family trusts, and small businesses.

Active in his community, Alan has been a member of the Make a Wish Foundation and coaches for the Middle Country Sports Association’s basketball league. He holds a Bachelor’s degree in business administration from SUNY/Oswego.

Alan resides in Centereach with his wife and three sons.

 
* = Required field
 
Type your question or comment here:
 
 

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

805 Third Avenue
18th Floor
New York, New York 10022
212.371.3950

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

 

This website uses cookies for navigation, content delivery and other functions. By using our website you agree that we can place cookies on your device. I understand