Ben Lane is the Managing Director of Lane Wealth Management and a Senior PIM Portfolio Manager, with over 24 years of experience delivering customized wealth planning and investment strategies. He is committed to helping clients achieve their financial goals through a thoughtful, disciplined approach rooted in integrity, transparency, and long-term collaboration.

A graduate of the University of Mississippi, Ben earned his B.S. in Business and Finance while competing as a scholarship athlete and four-year starter on the Ole Miss Golf Team.

Throughout his career, Ben has built enduring relationships by providing tailored financial guidance that aligns with each client’s unique goals, risk tolerance, and vision for the future. As a Senior PIM Portfolio Manager, he specializes in developing personalized investment solutions—whether for complex wealth needs or straightforward planning—helping ensure each strategy is both practical and aligned with the client’s comfort level.  

At Lane Wealth Management, Ben focuses on serving high-net-worth families, delivering sophisticated wealth planning and a steadfast commitment to excellence. His leadership emphasizes a culture of trust, accessibility, and doing what’s right—every time.

Ben is actively involved in his local community, supporting charitable initiatives and promoting business development and entrepreneurship. He and his wife, Patty, have two children. Outside of work, Ben enjoys spending time on family ventures, exploring the outdoors, and staying active on the golf course.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.

Jessica began her financial career in the Ohio insurance industry as a Senior Agent/Manager. Recognizing her exceptional client service skills, talent, and work ethic, JP Morgan Chase recruited her for a Private Client Banker position in Fort Myers, Florida. 

In 2015, driven by a desire to work on the brokerage side, Jessica joined Managing Director Ben Lane's team at UBS as a Client Service Associate marking the beginning of a successful team collaboration. Ben Lane has since formed Lane Wealth Management, where Ben and Jessica continue to provide trusted guidance to clients.   

Jessica holds her Series 66 and 7 securities registrations, along with her 2-15 Life & Health Agent License. She is known for her dedication to delivering the highest level of service to her clients.   

Jessica lives in Cape Coral, Florida with her husband, Jim.  They have two grown children, Kayla and Bryce.  Outside of work, Jessica enjoys spending time with family, going to the beautiful Florida beaches, and entertaining.