Lucas B. Email & Phone Number
Executive Vice President and Private Wealth Advisor @ Blueprint Financial Group
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Lucas B. Location
- Paducah, KY, US
Lucas B. Work
- Executive Vice President and Private Wealth Advisor @ (March 2022 - Present)
- Vice President - Private Wealth Portfolio Manager @ (October 2016 - March 2022)
- Wealth Management Advisor @ (October 2015 - November 2016)
- Financial Advisor @ (March 2013 - October 2015)
- Assistant Vice President @ (August 2007 - April 2013)
Lucas B. Education
- Metropolitan State University of Denver
Certified Financial Planner Certificate
2018-2019 - McKendree University
Graduate
2010-2013 - Southern Illinois University, Carbondale 2003-2007
- John A. Logan College 2001-2003
Lucas B. Skills
- Asset Management
- Banking
- Business Development
- Business Planning
- Equities
- Exit Strategies
- Financial Advisory
- Financial Planning
- Investment Management
- Investment Strategies
- Investments
- Multi-generational Planning
- Mutual Funds
- Portfolio Management
- Private Wealth Management
- Retirement Planning
- Succession Planning
- Wealth Accumulation
- Wealth Management
- Wealth Preservation Planning
- Whole Life Insurance
Lucas B. Summary
- Lucas B., based in Paducah, KY, US, is currently a Executive Vice President and Private Wealth Advisor at Blueprint Financial Group. Lucas B. brings experience from previous roles at U.S. Bank, Northwestern Mutual, Edward Jones and Old National Bank. Lucas B. holds a 2018 - 2019 Certified Financial Planner Certificate @ Metropolitan State University of Denver. With a robust skill set that includes Asset Management, Banking, Business Development, Business Planning, Equities and more. Lucas B. has 1 mobile phone numbers on RocketReach.
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