Luke McCaslin Email & Phone Number

Director, Investment Advisory Services @ Class VI Partners

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Luke McCaslin Location

United States

Luke McCaslin Work

2024 - now Director, Investment Advisory Services @ Class VI Partners
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2020 - now Client Advisor @ Class VI Partners
2021 - 2024 Senior Investment Strategist @ Class VI Partners
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2019 - now Client Advisor @ CVA Family Office LLC (Now Class VI Family Office)
2018 - 2019 Senior Private Client Advisor, VP @ Bank of the West Wealth Management
2014 - 2018 Regional Private Banker @ Wells Fargo
2012 - 2014 Branch Manager @ Wells Fargo
2011 - 2012 Assistant Bank Manager @ Wells Fargo

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Luke McCaslin Education

College for Financial Planning
CFP
2016 - 2018
University of Colorado Boulder
2008 - 2010
Covenant College

Luke McCaslin Summary

Luke McCaslin, based in United States, is currently a Director, Investment Advisory Services at Class VI Partners. Luke McCaslin brings experience from previous roles at Class VI Partners, CVA Family Office LLC (Now Class VI Family Office) and Bank of the West Wealth Management. Luke McCaslin holds a 2016 - 2018 CFP @ College for Financial Planning. Luke McCaslin has 2 emails and 1 mobile phone numbers on RocketReach.

Luke McCaslin Emails

Found 2 emails

Luke McCaslin Phone Numbers

Found 2 phone numbers

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