Tony Lucas
About Tony Lucas
Tony Lucas serves as the Vice President and Branch Manager at Wedbush Securities in San Diego, California, a position he has held since 2014. He has a background in Retail Management and Marketing, holding a Bachelor of Science degree from Syracuse University, and has extensive experience in wealth management.
Work at Wedbush Securities
Tony Lucas has served as Vice President and Branch Manager at Wedbush Securities since 2014. He has been instrumental in overseeing branch operations and managing client relationships in San Diego, California. His role involves guiding financial advisors and ensuring compliance with industry regulations. Lucas has contributed to the growth and development of the branch, leveraging his extensive experience in wealth management.
Education and Expertise
Tony Lucas earned a Bachelor of Science (B.S.) degree in Retail Management and Marketing from Syracuse University, where he studied from 1985 to 1989. This educational background has equipped him with a strong foundation in business management and marketing strategies, which he applies in his current role in wealth management.
Background
Before joining Wedbush Securities, Tony Lucas worked at Morgan Stanley Wealth Management for 16 years, from 1994 to 2010, where he held the position of Vice President. His extensive career in the financial services industry also includes his current role as Senior Vice President of Wealth Management at Beverly Hills Wealth Management, which he has held since 2010.
Achievements
Throughout his career, Tony Lucas has accumulated significant experience in wealth management and client relations. His tenure at both Morgan Stanley Wealth Management and Beverly Hills Wealth Management highlights his commitment to providing financial services and guidance to clients. His leadership roles have allowed him to influence the direction of the teams he manages.