The Higgins Private Wealth Management Group of Wells Fargo Advisors
The Higgins Group specializes in helping families align financial resources with intellectual, social, and human priorities. We provide strategies to measure and grow both the quantitative and qualitative forms of wealth, ensuring a holistic approach that address all forms of your family’s wealth.
Lucas Higgins, CFP
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
I joined The Higgins Private Wealth Management Group of Wells Fargo Advisors in April of 2023. Prior to that, I worked in Manhattan at Rosin & Associates in commercial real estate loan origination and development.
I graduated with a Bachelor of Business Administration from the Ross School of Business at the University of Michigan. I have completed and received my Series 7, Series 66 and SIE registrations, Insurance license, and my CERTIFIED FINANCIAL PLANNER® designation.
Our team’s focus is on comprehensive Multi-Generational Family Wealth Management. I work with our clients, with a particular emphasis on the “next generation”, as the family seeks to build, preserve, and transition their resources and legacy. I have responsibilities that include: Creating investment plans, model and allocation updates to our asset management platform, preparing and planning for client meetings, and streamlining and scaling our client relationship software and data base.
Away from work I enjoy spending quality time with friends and family, playing sports and games of all types. I have traveled Southeast Asia extensively and spent three months in China living with a host family and attending classes at Xiamen University.
Certificates
CFP
eMoney Advisor®
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
Investment expertise and advice in an effort to help clients succeed financially
