beBee background
Professionals
>
Hartford
Lucas Adams

Lucas Adams

Independent Financial Planner

Accounting / Finance

Hartford, Town of Hartford, Hartford

Social

About Lucas Adams:

I am a financial planner who loves helping families accomplish their financial goals and building a team of like-minded individuals who want to make as much of a positive impact on their communities as they can.

Experience

Have been working since Feb 2025 as a financial planner. Previous to that, I was an undergraduate researcher at Clarkson University while in school and I had an internship as a Student Advisor for a STEM-oriented summer camp hosted at Clarkson University.

Education

Graduated May 2024 from Clarkson University with a Bachelor of Science in Applied Mathematics and Statistics with Distinction.

Professionals in the same Accounting / Finance sector as Lucas Adams

Professionals from different sectors near Hartford, Town of Hartford, Hartford

Other users who are called Lucas

Jobs near Hartford, Town of Hartford, Hartford

  • Work in company

    Senior Financial Planner

    Kestra Financial Independent Advisor

    · We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning str ...

    Avon, Connecticut, United States

    5 days ago

  • Work in company

    Financial Services Representative

    Synergy Wealth Solutions

    · Job Description · Company Description: · Synergy Wealth Solutions is a financial services firm located in St. Louis, MO and Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With ...

    Benson Drive Overland Park, Kansas, United States

    6 days ago

  • We are seeking a Senior Structural Engineer/Project Manager to join our dynamic and growing Structures group in our Wethersfield, CT office. · Manages, develops, organizes, and implements structural planning analysis preliminary and final design document preparation for bridge-fo ...

    Wethersfield, CT

    1 month ago

See jobs in Hartford, Town of Hartford, Hartford