Syracuse Wealth Management

Syracuse Wealth ManagementSyracuse Wealth ManagementSyracuse Wealth Management

(315) 925-5500

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    • Home
    • About Us
    • Services We Offer
    • Contact Us
    • Client Account Access
    • SWM Events
      • Client Event
      • Shredding Event

Syracuse Wealth Management

Syracuse Wealth ManagementSyracuse Wealth ManagementSyracuse Wealth Management

(315) 925-5500

  • Home
  • About Us
  • Services We Offer
  • Contact Us
  • Client Account Access
  • SWM Events
    • Client Event
    • Shredding Event

Casey Lucas

Email: Casey@syracusewealth.com

"KC"

Casey is an accomplished graduate of East Syracuse- Minoa, earning many accolades including membership in both the national honor society and national technical honor society.  She is a NY State Scholarship for Academic Excellence winner, as well as being awarded the Lt. Kevin W. Barry Law Enforcement Scholarship. She is a scholastic gold key winner and 2 time scholastic silver key winner.  She also finished 7th in her graduating class.


At Syracuse Wealth Management, Casey is our Client Services Assistant, helping both the clients and the staff behind the scenes to ensure new accounts are set up correctly, and day to day administrative tasks are completely promptly and thoroughly.  


Personally, Casey is a full-time student at the University of Tampa and enjoys music, dance, and being out in the sun!  She is the oldest daughter of partner Gary Lucas.

 LPL Financial Form CRS 


Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. 

Syracuse Wealth Management and LPL Financial are separate entities. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


Copyright © 2023 Syracuse Wealth Management - All Rights Reserved. 

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