Learn About Me
Charles I Lucas
EXPERIENCE
I entered the investment business with Merrill Lynch in Atlanta in 1980 and have worked for Wells Fargo Advisors or its legacy firm, Wheat First Securities, since 1987. Three decades of experience have taken me through all kinds of markets where I have helped clients manage their money and attain their financial goals.
RESOURCES
As a Financial Advisor with Wells Fargo Advisors, I have access to a broad array of company resources, including research analysts and economic and market experts. Together, we can help you make informed investment decisions based on your specific needs.
SERVICE
I believe the heart of a good relationship is to have in-depth knowledge of each client's current situation and financial goals including risk tolerance and need for income. Working one on one with my clients allows me to create a portfolio that is uniquely structured to help meet individual needs and objectives. I understand that an investment plan requires ongoing review and evaluation. Adjustments in asset allocation can be made to help meet your individual objectives or as market changes dictate.
In addition to personal investment advice, I have helped clients with corporate assets and retirement assets such as Defined Benefit Pension Plans and 401(k) Plans. I also help non-profits with their Endowment Funds.
If you are looking for an advisor who will give you quality advice and service, I'd like to meet with you to discuss your situation.
Asset Allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
My Associate(s): Sandra Smith, Senior Registered Client Associate
My Areas of Focus
Business Services
Estate Planning Strategies
IRAs & IRA Strategies
Retirement Planning
My Community Involvement
Previous Appointments:
Canterbury School Finance Committee
Holy Trinity Church Vestry
Greensboro Country Club Board of Directors
Securities Registered in the following states: CA, FL, MI, MS, NC, PA, SC, TN and VA
CHARLES LUCAS: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: North Carolina: Greensboro
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