Patricia Lucas is the owner of Lucas Wealth Strategies. Patricia's financial experience and use of various investment strategies along with her ability to listen and communicate with her clients are ideal attributes for a wealth manager. Over her 30+ year career, these abilities have been recognized numerous times, most recently as a Five Star Wealth Manager, 2016 through 2023*. *Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 through 2023 Five Star Wealth Managers. She's also been listed in the 1994-1995 "Who's Who in the Midwest: and 1998-1999 "Strathmore's Who's Who" directories.
Patricia began her career while attending DePaul University where she received a full academic scholarship and a degree in Finance. She began her investment advisory career with Kemper Financial Services working three years in various departments while in college. After college, she joined Pathway Financial where she worked as a registered representative for three years. Patricia then became the INVEST Manager at INVEST Financial Corporation located at Calumet Federal Savings & Loan of Dolton, IL from 1990-1997. As the INVEST Manager, she took the department from losing money with one employee to being profitable and employing five employees by 1997. In early 1997, Patricia joined LPL Financial and opened her own branch office. She joined with V Wealth Management LLC in 2015 and established Lucas Wealth Strategies. V Wealth Management joined with WCG Wealth Advisors in 2023 and Patricia Lucas is now affiliated with WCG Wealth Advisors.
At Lucas Wealth Strategies, Patricia believes that a return of capital is more important than a return on capital. She believes that taking into consideration what you keep versus what you make is a fundamental part of the planning process. A high degree of conservation and tax planning are integral parts of her planning process. If you have a goal to grow, secure and shelter your wealth, take care of your loved ones and support all the activities you're passionate about, Patricia wants to help. Patricia also helps her clients pass on their personal beliefs and values so that future generations can appreciate those along with their wealth.
Patricia believes in giving back to her community. She currently is a Police Pension Trustee for the Manhattan, IL Police Pension Fund. Previously she has served as a Village Trustee for the Village of Manhattan, a board member on the Manhattan Foundation for Educational Excellence and a board member on the Manhattan Park District Foundation. She currently works also with various community groups and committees to plan town festivals.
Patricia is a LPL Financial Wealth Manager and Registered Principal. Patricia Lucas is a registered representative with and securities offered through LPL Financial, member FINRA & SIPC. Investment advise is offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and Lucas Wealth Strategies are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Lucas Wealth Strategies and have not been reviewed by LPL Financial as to accuracy or completeness.