Luke B. is a Chartered Financial Planner currently working at Chancery Financial Planning, where they have been since 2016. Previously, they served as a Paraplanner at Kingswood Taxation & Wealth Management Ltd from 2014 to 2016 and worked briefly as a Graduate FX Trader at SAVI Trading in 2014. Luke holds a Bachelor of Science in Business Studies from Jacksonville State University, which they attended from 2009 to 2010. Their diverse experience with clients has equipped them with a well-rounded perspective and the ability to find innovative financial solutions.
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