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Lucas Vascocu, Financial Advisor

FINANCIAL ADVISOR
Lucas K Vascocu

CFP®, AAMS™, CRPS™
4920 Cypress Street, Suite 5, West Monroe, LA 71291opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

About Lucas

My journey to becoming a financial advisor with Edward Jones started when I was working my way through college as a bank teller. I watched week after week as older customers came in and deposited their paychecks, long after they could have been retired. I found myself feeling uneasy, knowing that they should have been spending those years enjoying their families, travels and friends. On the other hand, I saw clients who were pouring money into their accounts instead of investing it, missing an opportunity to make their money work for them. I knew that, by becoming a financial advisor,...

Work History

  • Edward JonesApril 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Louisiana Tech UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Music
  • Golfing
  • Cooking
  • Chess

Team Members

  • Milly Boles
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(318) 397-9722

Fax

(877) 249-0401

Office Address

4920 Cypress Street
Suite 5
West Monroe, LA 71291opens in a new window

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