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Our Financial Planning team works with bankers, investment counselors and other product specialists to create, implement and monitor customized financial plans.
Luke leads a team dedicated to developing and delivering comprehensive financial planning strategies to help address clients’ wealth management goals around cash flow needs, estate planning strategies, asset allocation positioning, retirement, and education.
Prior to joining Citi Private Bank in 2010, Luke was an Associate Director and Financial Planner at UBS Financial Services, Inc., where he worked on creating and presenting comprehensive financial plans for the firm’s Ultra High Net Worth clients. Before UBS, he worked as a Financial Planner at Summit Financial Resources, Inc.
Luke is a graduate of Plymouth State University in Plymouth, NH. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Consultant®.
The Private Bank serves our clients in North America from 25 locations across the US and Canada, providing a broad range of investment advice and strategies, as well as investment finance, banking and cash management, custody, trust services, and more.Contact Us