Joe Lucas

Wealth Management Advisor 

Joe Lucas
Address
300 Park St.
Suite 300
Birmingham, MI 48009
US
Get Directions
Contact Hours
By appointment

About Joe

Located in Birmingham, Joe also advises clients throughout Mid-Michigan (Genesee, Saginaw, Midland, Bay, Shiawassee, and Lapeer Counties). He is skilled at working with high net-worth households and delivering solutions suited for their unique individual situations.
Professional Experience
Joe is a Vice President and Wealth Management Advisor serving high net worth and ultra-high net worth families and individuals in the Eastern Michigan region. He has over 30 years of Financial Services experience. He and his highly credentialed team deliver a client partnership through a hands-on and proactive style. His practice: Asking insightful questions, challenging assumptions, educating, and advising clients. He is well-versed in Investment Management, Financial Planning, Estate Planning and Banking Solutions. Serving as the client’s relationship manager, Joe coordinates a team of credentialed advisors, tax and estate specialists and investment professionals to implement the client’s financial plan.
Education
Bachelor of Business Administration, University of Michigan - Flint
Licenses & Professional Designations
Life Insurance Certified Financial Planner,Certified Exit Planning Advisor

About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.

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