Ben Lucas

Wealth Advisor at Bernstein Private Wealth Management | Specialist with Business Owners and Nonprofits

Role
Wealth Advisor at Bernstein Private Wealth Management
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Advisor

    Bernstein Private Wealth Management

    Nov 2020 — Present · San Diego, CA, US

Education

  • The University of the South

    Economics

Skills

  • Customer Service
  • Microsoft Word
  • Interpersonal Skills
  • Microsoft Powerpoint
  • Microsoft Excel

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Ben Lucas — Wealth Advisor at Bernstein Private Wealth Management in San Diego, CA, US | Unifers