Steven Lucas
Independent Branch Market Leader at Charles Schwab
Based in Scottsdale, United States
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Seniority
Director
Department
General Business & Management
Location
Scottsdale
Industry
Financial Services
Company size
34K
Contact information
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s•••••••@schwab.com
Phone
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Background
About Steven Lucas
As a Schwab Independent Branch Market Leader, I oversee our independent branches in the West and Southwest regions. I collaborate with our independent branch leaders and staff to help them develop growth strategies, improve practice management processes, and deliver an exceptional client experience in their local communities. Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial future. We’re committed to providing uncompromised advice that is clear, relevant and actionable, and we’ll work hard to find solutions and strategies that are right for you. We can assist you with: • Wealth management • Investing • Portfolio analysis • College planning • And more
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