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My name is Lucas Widoff, and I have been a
Financial Advisor for about eight and a half years now
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I am definitely competitive by nature and
naturally just growing up playing sports just have that good competitive side
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Not looking to throw anybody under the bus
but definitely think that there is a benefit to being competitive.
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Going in to college I was a journalism major,
I love sports, I wanted to be a high profile sports announcer
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that was kind of my thing, I wanted to work for ESPN.
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I realized it wasn’t kind of, what I thought it was going to be.
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My dad was a financial advisor
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as a kid growing up, watching him, seeing the relationships he had with his clients
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was always attractive to me.
Again kept just kind of coming back around to wanting to be a financial advisor.
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My family is first and foremost. I have two little girls
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Jocelyn and Amelia. Jocelyn is four and Amelia is nine.
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Always with my family, always doing stuff, we are pretty tight nit.
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Every Friday night our family has movie night.
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We take turns, we rotate who picks the movie.
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Just being able to sit down on the couch with the family after a hard weeks
worth of work in sweat pants and watch a movie is probably when I am at my happiest.
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There is two things that I love about the work that I do.
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The relationships that I have with my clients, a lot of them are dear to me like family
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and just being able to help them through different stages of their life, has just been very fulfilling.
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and then the other piece is my team.
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I think the biggest thing about our team is that we really truly do care about our clients.
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Our job is really how can we help our clients,
and we make sure that our client’s needs are put first.