Gary D. Lucas, CCFS, CPFA®
"Hollywood"
Securities licensed since 2001, Gary has over 24 years of experience in the financial services industry. He has knowledge and experience with retirement income, tax and estate planning, investments, college planning, and insurance. He is a founding partner at Syracuse Wealth Management, as well as an OSJ/Registered Principal with LPL Financial, and an LPL Investment Advisor Representative. Gary has made appearances on various media outlets including Bridge Street, Ted & Amy in the Morning, Spectrum News, Financial Fitness, YNN News, WSYR News, Gary Nolan, and Big Mike in the Morning.
Gary’s professional credentials include series 6, 7, 63, and 24 securities licenses, New York State Life, Health/Accident Annuities licenses, a Certified College Funding Specialist (CCFS) designation, a NAPA Certified Plan Fiduciary Advisor (CPFA®) designation, and the New York State Partnership Plan for Long Term Care Insurance certification. Gary is a graduate of Le Moyne college in Syracuse where he received his Bachelors of Science degree in Accounting. He is also a founding member of the National College Advocacy Group (NCAG) and served 6 years as treasurer for the Onondaga Free Library.
Personally, Gary has 2 beautiful daughters, an amazing wife of over 21 years, loves music and golf, plays the drums, and enjoys spending time with family and friends.
Email: gary@syracusewealth.com
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