Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Lucas is a Vice President and Financial Advisor with Merrill Lynch Wealth Management. In this role, he is responsible for connecting high net worth individuals and institutions to solutions that can help them reach their financial goals. His approach combines the client experience of a boutique-like private bank with access to extensive resources, including investments, trust and estate planning services, credit and retirement planning.
Prior to joining Merrill Lucas spent eleven years within the private wealth space across multiple institutions. He began his career at UBS Financial Services in New York City focusing on proprietary equity and fixed income portfolio’s for ultra-high net worth individuals and families. He later spent several years at Deutsche Bank within their Asset and Wealth Management Unit focusing on comprehensive wealth structuring for ultra-high net worth individuals, families and institutions with a particular focus on investment management, credit, and trust and estate planning. Most recently, Lucas was a Vice President with Bank of America's Private Bank in Greenwich, CT.
Lucas is an active golfer, hiker, fly fisherman, and skier. He is a 2006 graduate of New York University where he studied International Affairs and Political Science. Lucas and his wife, Alexandra, reside in New Canaan, CT.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
New York University
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.