Lucas Poteet
Wealth Advisor Associate @Monarch Wealth Strategies
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WORK HISTORY
Wealth Advisor Associate @Monarch Wealth Strategies
Santa Barbara, CA, US
With the burden of financial planning off their shoulders, Monarch Wealth Strategies’ clients can instead spend time on what fulfills them. MWS expertly guides clients through various financial planning phases, safeguards and shepherds their legacies, and empowers them to make smart decisions with their money.MWS is located in Santa Barbara, Santa Maria, and Los Angeles, California. Visit our website at:
EDUCATION
UC Santa Barbara
Bachelor's degree, Political Science
ABOUT LUCAS POTEET
I am a UCSB alumni, musician, multilingual, and wealth advisor who is deeply passionate…
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