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 work toward achieving 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 working toward reaching their short and long-term financial goals. Whether you would like to build personal wealth or plan for retirement, he will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you work toward achieving 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.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
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 work toward achieving 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 working toward reaching their short and long-term financial goals. Whether you would like to build personal wealth or plan for retirement, he will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you work toward achieving 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.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!