Lance Skalnik

Lance Skalnik is a Branch Manager and Financial Advisor at Raymond James Financial Services as well as Manager/President of PTP Investment Group, LLC. His Client Service Coordinator is Marcy Womack. Lance works with clients to develop investment strategies, coordinate retirement income, and discuss issues surrounding estate planning and inheritance. The team at PTP Investment Group, LLC offers a comprehensive range of investment services to individuals and businesses and utilizes Raymond James Financial Services, Inc., member FINRA/SIPC, as the broker-dealer for client accounts.

Lance began his career in Financial Services in August 2000.  He has been working with Raymond James since 2009.  He holds a Bachelor of Science in Mathematics degree from Oklahoma State University and a Master of Science in Administration degree from Central Michigan University. Lance served nearly eight years in the United States Air Force and achieved the rank of Captain. 

Since joining Raymond James, Lance has been named a member of the Raymond James Executive Council since 2011.  Executive Council honors are presented only to those financial advisors who have demonstrated a high level of commitment to clients through personal service and professional integrity. He loves working with clients and helping them with retirement planning and investment management.

He is married to Danielle (Parker) Skalnik.  They have three children: Ryan, Rachel, and Solomon. Danielle has been a teacher at Rejoice Christian School since 2001. Lance and Danielle enjoy physical fitness activities, concerts, good food, and traveling with friends. The Skalniks are active members of BattleCreek Church.

* Membership is based on prior fiscal year production. Re-qualification is required annually.
* The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

lance skalnik ptp investment group tulsa raymond james
Lance Skalnik delivering a presentation at a Raymond James investment conference.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as PTP Investment Group, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. PTP Investment Group, LLC is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

PTP Investment Group, LLC
8551 N 125th East Ave. Ste. 325 Owasso, OK 74055-2290
(918) 973-4015