Curtis Lucas

Background

About Curtis Lucas

My goal is to help deliver a simple wealth management approach that makes sense to clients. I developed a business model that focuses on helping to provide distinct strategies to complicated financial situations. I'm focused on delivering a comprehensive goals-based approach to wealth management by helping to create customized strategies for each client's complex financial needs, based upon their risk tolerance, time horizon, liquidity needs, and overall investment goals. The central focus of my practice is developing meaningful, long-lasting relationships by striving to help clients grow and preserve their wealth on their journey towards their financial goals. Who I best serve: I work with attorneys and executives going through an employment transition, business owners and entrepreneurs who experience a liquidity event, and families who seek customized wealth management strategies. Areas of Focus- Financial Planning - Portfolio Construction & Risk Management - Tax-Management Strategies - Retirement Income Strategies - Concentrated Stock Strategies - Wealth Transfer & Legacy Management Planning - Trust & Estate Planning Services - Philanthropic Planning - Education Planning - Cash Management and Lending Solutions - Life Insurance & Long-Term Care Insurance Planning I live in New York City and enjoy playing basketball and working out in my free time. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.