Lucas Widoff

Financial Advisor
Institutional Consultant
First Vice President – Investment Officer
Phone: 541-242-6194

Lucas started his career in 2012 at Morgan Stanley and moved his practice to Wells Fargo Advisors in 2017. He subsequently joined the Rouleau, Bevans, Corleto Investment Consulting Group of Wells Fargo Advisors in 2018. Lucas is responsible for working on comprehensive wealth management plans for select investors. Outside of work, Lucas enjoys spending time with his wife and two daughters, playing golf, and duck athletics.

Contact

Transcript

"The two things we love the most are the relationships that we have with our clients, being able to help them through different stages of their life, and the relationships within our team, both of whom are dear to us like family."

Overview

Education
Bachelors of Global Business from Arizona State University
Minor in marketing from Arizona State University

Industry Designations
CFP – Certified Financial Planner

Community Involvement
University Fellowship Church
Agape Families

^{CA Insurance License #: 0L78722. Resident state: OR}