As a Planning Analyst, Luke assists the Directors of Planning and Client Services and Peter by preparing account reviews, retirement analyses, and proposed portfolios. Luke is also a member of the investment committee and collaborates with in-depth market research and fund selection. Before joining MWA, Luke worked with Fidelity Investments, helping clients get started in their investment journey and providing recommendations for goal-based saving.
Education and Certifications
Bachelor's degree in Business Administration from Towson University, with a concentration in Management and Leadership.
Series 7 securities registered
Series 66 securities registered
Life and Health insurance licensed