Luke is a Registered Principal & Financial Advisor with Raymond James Financial Services, and a Founding Partner of Shoreview Wealth Management.
Luke recognizes that every client is unique, and he constructs portfolios & implements strategies according to each client’s varying circumstances and goals. Luke prides himself on his ability to educate his clients on investment concepts, principles, and strategies so they understand how their portfolios are being managed – as he puts it himself, “The client has worked very hard to save this money, so they deserve to know how it is being invested.”
Prior to joining Raymond James, Luke was an Investment Advisor with Morgan Stanley Smith Barney, and a Financial Representative with Northwestern Mutual. Luke holds his Series 7, 9, 10 and 66 securities licenses as well as his Life, Accident & Health insurance licenses.
Luke is a 2007 graduate of James Madison University, where he earned his B.B.A. with a concentration in Finance. As a lifetime resident of the Connecticut shoreline, Luke enjoys golfing, fishing, and skiing throughout New England, and going on adventures with his dog Oakley.