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Edward Jones - Financial Advisor: William L Lucas, CFP®
St Louis, Smith

Financing specialist
 : 
Edward Jones - Financial Advisor: William L Lucas, CFP®

St Louis, Smith

Prices

Contact this professional to discuss your project details and price.
About Edward Jones - Financial Advisor: William L Lucas, CFP®
Professional experience
Edward Jones - Financial Advisor: William L. Lucas, CFP® – Presentation William L. Lucas is a highly skilled and experienced Financial Advisor at Edward Jones, dedicated to serving the community of St. Louis, Missouri. With a strong background in finance and a Certified Financial Planner (CFP®) designation, he has established himself as a trusted professional in the industry. Education: William completed his education at Edward Jones University of Dayton, further enhancing his knowledge and expertise in the field of financial planning. This foundation, combined with his years of experience, enables him to deliver personalized and tailored solutions to his clients. Professional Experience: As a Financial Advisor, William Lucas specializes in retirement income planning and investment strategies. His expertise extends to a wide range of financial products and services, including retirement accounts, brokerage accounts, 529 plans, and cash and credit options. William understands the complexities of financial planning and works closely with his clients to develop comprehensive strategies that align with their unique goals and objectives. Leadership: In addition to his role as a Financial Advisor, William serves as a Team Leader for Tailored Solutions and Discovery at Edward Jones. His strategic leadership skills have allowed him to successfully lead the development and execution of retirement income strategies. With his in-depth knowledge of retirement income planning strategies, William serves as a subject matter expert, assisting both clients and colleagues in achieving their financial goals. Client-Centric Approach: William places a high value on building strong and lasting relationships with his clients. He believes in taking the time to understand their specific circumstances, goals, and risk tolerance. By truly listening to his clients, he is able to create customized financial plans that align with their aspirations for the future. Schedule a Consultation: If you are looking for a knowledgeable and dedicated Financial Advisor in St. Louis, look no further than William L. Lucas, CFP®. Whether you are in the early stages of your career, planning for retirement, or seeking investment advice, William can provide the guidance and support you need. Schedule a consultation today to start your journey towards financial success. Contact Information: To reach Edward Jones - Financial Advisor: William L. Lucas, you can find their office located in Saint Louis, MO. To get directions or read reviews about William L. Lucas and his services, please visit our website. For any inquiries regarding retirement planning or other financial services, feel free to contact William directly.

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Location

St Louis, Smith (75701)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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