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Meet Scott

Scott attended The Ohio State University and graduated with a Bachelor of Science in Business Administration in 1984. He has been practicing in the financial services industry since 1985, specializing in all aspects of Retirement Planning Services including Pension, Employee Benefits, Profit Sharing Plan Funding, IRA’s, Estate Planning for individuals and small businesses, as well as Individual Financial Planning. 

Mr. Lucas was ranked among the "Top Ten" list of financial planners in the Greater Columbus area by Business First Magazine (2007 issue). Most recently, Scott received the Readers' Choice Award for "Best Financial Planner" in central Ohio by the Suburban News Publications.

He is currently an Investment Advisor Representative through Investment Advisors, a division of ProEquities, Inc.* and Wisdom Wealth Investment Advisors, LLC, and holds designations of Registered Financial Consultant (RFC) and Chartered Financial Consultant (ChFC). Mr. Lucas has a General Securities Series 7 and Life & Health license. He is a member of The Financial Planning Association (FPA) and the Columbus Association of Insurance and Financial Advisors (CAIFA).

Scott enjoys utilizing educational workshops as a way to educate and inform clients. The Ohio State University, Columbus City Schools, Eastland Career Center, The Delaware Licking County and Fairfield Joint Vocational Schools have all sponsored Scott’s workshops. He promotes his own professional excellence by attending numerous industry workshops, educational courses and readings.

When he is not working, he is an avid boater and enjoys water and snow skiing.  Scott also enjoys golf, tennis, soccer, volleyball and attending car shows.


 

The Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. Professionals do not pay a fee to be considered or placed on the final list of Five Star award winners. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com