LUKE LUCIANO

Financial Advisor

Luke Luciano is an advisor who is just as eager to get to know you as he is to work with your numbers. Helping clients achieve their financial goals is his favorite part of the job, but he sincerely looks forward to meeting new people, hearing their stories, listening to concerns, and learning about their lives. If you’re nervous about meeting with an advisor for the first time, Luke will set you at ease with his ability to connect with strangers and part as friends. He takes pride in running productive meetings so that you always leave feeling glad you came. He strives to build financial plans that create security and peace of mind. His ultimate goal once you become a client is to help you feel comfortable and confident as you enter retirement, ready to enjoy this new phase in your life.

From a very young age, Luke knew that he wanted to study finance. When the financial crisis of 2008 happened, and watching the aftermath of how that impacted people’s lives inspired him to learn everything he could about money management. Luke majored in Finance at West Virgina University, where he earned his bachelor’s degree. He has over four years of experience in the financial sector, working as a licensed banker and small business specialist at J.P. Morgan Chase before joining the team at Alloy Wealth.

When not in the office, Luke can be found with his girlfriend, Sam, going out or watching movies with their pampered cat, Mao. He also enjoys talking with his family and playing video games.

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When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.

The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

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Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.