Lucas has over 6 years of experience in the financial services industry. Lucas primarily works with Randy and RJ in our Wealth Management department, working closely with existing clients, new clients coming onboard and implementing new innovations to increase internal efficiency.
He focuses on things such as:
- Financial plan design and recommendation analysis
- Servicing of financial implementation workflows
- Business processing
- Investment account trading
A Closer look at Lucas Rafaill
Outside of the office, he enjoys spending time with family and friends. You can often find him exploring Detroit and Royal Oak, discovering new restaurants and local attractions. In his free time, he enjoys golfing, finding new music, and making meaningful memories with the people closest to him.