As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- St. Patrick's Church
- Tri City Hospital Diamond Society
- Bloomsburg University Alumni Association
- San Diego Blood Bank
- Support Our Troops - Carlsbad
- Bachelors of Science, Business Administration-Accounting
- Guided Portfolio Management
- Series 3, 7, & 63 Licenses
- Series 65 - Investment Advisory Agent
- Life Insurance and Variable Annuity License
- Morgan Stanley* Century Council
- Senior Vice President
- 2010 Five Star Wealth Manager - San Diego Magazine
- Present: Morgan Stanley*
Senior Vice President - Investments
- 1981: Price Waterhouse Coopers
Accountant / Auditor
Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.
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Mark A. Lucia is licensed in the following state(s):
AZ, CA, CO, FL, HI, IL, IN, MA, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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