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Lucas Adams

Lucas Adams

Independent Financial Planner

Accounting / Finance

Hartford, Town of Hartford, Hartford

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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.

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