Lucas Weis joined the CenterCoast Private Wealth Management Group in 2016. He is a Financial Advisor and holds his Series 7 (General Securities Representative) and Series 65 (Uniform Investment Adviser Law) registrations. He also earned the CERTIFIED FINANCIAL PLANNER™ designation, which required passing the CFP® Certification Examination and demonstrating knowledge in analyzing and developing long-term personal financial strategies for clients.
Lucas is responsible for trading and rebalancing portfolios, meeting with clients, and developing tailored financial solutions. He also helps manage the day-to-day operational functions of the CenterCoast Wealth Management Group, working to ensure excellent service for clients.
Outside of work, Lucas enjoys playing and watching sports, staying active, traveling to new places, and spending time with his family. He currently lives in Libertyville with his wife, Jess, and their son, Jackson.
California Insurance License #17616772
