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Thomas Lucash

Vice President Financial Consultant

Thomas Lucash, CFP®, is currently a Vice President Financial Consultant at Fidelity Investments, where they have served since 2021. Prior to this role, Thomas held various positions within the financial sector, including a Financial Consultant at Fidelity Investments from 2019 to 2021 and an Investment Solutions Consultant at New York Life Investments from 2009 to 2018. Thomas began their career as a Financial Advisor at Morgan Stanley in 2003 and later worked as a Shareholder Services Representative for New York Life & MainStay Investments. They earned a BS in Finance from Fairfield University in 2003 and are presently pursuing a Retirement Income Certified Professional designation at The American College of Financial Services.

Location

Mequon, United States

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