We diligently work on our client's unique needs and goals by ensuring our clients get the best outcomes.
To lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our clients.
Good stewardship and high ethical standards build trust and confidence in whom we serve. High ethical principles and professional standards are essential to positive outcomes.
- Lakeland Wealth Management LLC is a fee-based registered investment advisory firm based in Lakeland, TN offering money management and financial planning services to families, institutions, and high-net-worth individuals. Lakeland Wealth Management adopts fundamental value analysis and tailors the portfolios to fit individual needs, risks, and time horizons.
- Sreeni Meka, CFA, CFP® is the managing member and investment advisor at Lakeland Wealth Management LLC. Sreeni has twenty-seven years of investment experience in the equities and derivatives markets. Sreeni has worked as an adjunct professor in Finance at Arkansas State University, as a management consultant for big four firms, and served at a number of Fortune 500 companies in North America.
- Sreeni holds a Master’s degree in Mechanical Engineering from The University of Texas at El Paso, an MBA degree in Finance from the University of Memphis, a CFA charterholder, and a Certified Financial Planner.