Tony Lucas

Biography

Tony Lucas is a financial advisor with the Independent Franchise Owners Network of Wedbush Securities. With over 25 years of experience in finance, Tony began his career at Merrill Lynch and Morgan Stanley where he spent 17 years as an Advisor, Complex Sales Manager, Branch Manager, and was a member of the Executive Committee of Diversity.

As an Independent Financial Advisor, Tony is dedicated to serving his clients and the community. He believes his clients come first and works to help them achieve financial success. With many years of experience in the securities industry, he is committed to using his experience and knowledge to educate clients to help them make informed investment decisions. Tony also develops personalized investment strategies to assist his clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), he will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.

Tony was born in Colon, Panama, and has two children, Tyler and Tia, who are his pride and joy. He obtained his Bachelor’s degree in Retail Marketing from Syracuse University, where he was also on the wrestling team. He currently resides in Culver City, CA, enjoys watching sports and is a loyal Yankees and Buffalo Bills fan.

SPECIALIZATIONS

• Financial Planning
• Mutual Funds
• Retirement Planning
• Stocks and Bonds

Credentials

• Bachelor’s degree in Retail Marketing from Syracuse University
• Holds Series 7, 9, 10, 63, and 65 licenses
• CA Insurance Lic. # 0F88988

Mission Statement