Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Lucas focuses on a goal oriented and growth driven approach to help ensure the client has comfortable and clear long-term financial security. He provides first-class advice, guidance and education through Merrill's extensive global research and industry expertise that allows clients to explore a wide range of new and innovative financial capabilities. He prides himself on creating meaningful relationships where business is an open, honest and collaborative partnership at the highest level of integrity.
Here at Merrill Lynch Wealth Management, we offer a wide range of wealth management strategies that provide financial leverage for high-net-worth individuals, families and businesses. We leverage a collective network of elite advisors that each offer unique perspectives, insights and strategies to create a goals-based wealth management process that best suits your needs. Some of these strategies include: tax minimization strategies, education funding strategies, planning for retirement, everyday cash and investment management, home financing, charitable giving and many more. Through our strategies and products, we have the ability to create a high-level, customizable portfolio tailored to your prioritized life and corporate goals, whether it’s planning for your first child, college tuition, retirement or going on your dream vacation.
Our lives are constantly changing and becoming more complex. The time and pressures of work-life balance can make it too difficult to provide yourself with adequate wealth management strategies. Lucas is driven and motivated by the idea that he can simplify his client’s lives by eliminating financial stress and burdens. His ability to be your one stop shop of all things financial allows you to spend more time doing the things that you love. He will consistently review your portfolio with you so that he can adjust and adapt to continuously fit your needs.
Lucas was born and raised in Shelby, Ohio. He graduated from Denison University with a Bachelor of Arts in Economics and received a certification in Organizational Studies. Lucas was also a four year letter winner on the varsity football team and participated and volunteered with many other organizations. In his free time, he enjoys staying active and cheering on all things Cleveland sports. Lucas currently lives and works in New York City.
*NMLS ID 1886487
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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.
Learn about the MyMerrill Mobile App.
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.