Michael Lucas, MBA, CSSCS
Investment Adviser Representative
Michael Lucas has been working in the financial services industry since 2004. He graduated with his Bachelor’s in Sports Management and Master of Business Administration from Endicott College in Massachusetts where he was a baseball and basketball player.
Michael has his CSSCS designation, Certification in Social Security Claiming Strategies, which is imperative to optimizing a retirement distribution plan perfect for his clients. Mike has been recognized as a top advisor in the industry, twice qualifying for an invitation to join the prestigious Million Dollar Round Table organization.
Michael and his wife Alison live in Wallingford, CT with their two children, Michael and Alaina. As a family they enjoy spending their vacations in Florida where they can spend as much time as possible out on the water fishing and enjoying the sunshine.
Michael currently carries the Series 6, 7, 26, 63, and 66 securities registrations as well as his Connecticut Life, Accident, and Health license.