Mo Luke

CEO, Founder, Wealth Advisor at Revival Wealth

Role
Independent Financial Advisor at Securities America Inc
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mo Luke

At Revival Wealth we are committed to helping families accomplish their financial goals and lifetime dreams by bringing sound financial planning, knowledge and trustworthy advice to a lasting relationship with each individual, family, and business we serve. Areas of focus:• Comprehensive financial planning• Investment strategies planning and management• Retirement income planning• Estate planning• Education funding solutions• Insurance solutions and risk management• Business succession planning• Business financial performance managementWe also work in concert with small, medium and large-scale employers to provide comprehensive financial education programs to employees through quarterly workshops. Our mission is to help employees integrate their benefits into a comprehensive financial plan to pursue their financial goals-Disclosure: Any third-party comments displayed in this profile are not verified, may not be accurate and are not necessarily representative of all client experiences. Please visit our website for additional information and important disclosures, at Harris Corners Pkwy Ste 165Charlotte, NC

Experience

  1. Independent Financial Advisor

    Securities America Inc

    Jun 2019 — Present · Charlotte, NC, US

Education

  • The London School of Economics and Political Science (LSE)

    Executive MBA

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Mo Luke — Independent Financial Advisor at Securities America Inc in Charlotte, NC, US | Unifers