Luke Losik

Vice President Branch Leader

Luke Losik, CFP®, is a Vice President and Branch Leader who partners in managing a team of Advisors focused on delivering exceptional financial planning strategies and customer experiences. They have a decade of experience advising clients and hold a Master of Business Administration (M.B.A.) from the University of Maryland College Park, along with a Bachelor of Science in Finance from Florida State University. Luke's career includes roles at Fidelity Investments and Enterprise Rent-A-Car, where they developed strong customer service skills and financial planning expertise.

Location

Chagrin Falls, United States

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