Suggestions
Lucas Seely
Vice President & Client Advisor
Lucas Seely is a financial professional with extensive experience in the banking and investment sector. He served as Vice President at Bank of America Merrill Lynch.1 Seely's career includes roles at several prominent financial institutions, including Deutsche Bank as a Sales Associate and Merrill Lynch as a Financial Advisor.1 He also held positions at Goldman Sachs and UBS Financial Services.24
Currently, Seely works as a Team Lead at Brightside.1 He holds professional certifications including CFP® (Certified Financial Planner) and ChFC® (Chartered Financial Consultant).1 Seely's educational background includes a Bachelor of Arts degree obtained between 2003 and 2006.2
Throughout his career, Seely has worked in various capacities within wealth management and financial advisory services. He has been registered with multiple Self-Regulatory Organizations (SROs) and is licensed in 53 U.S. states and territories through his employer.3
