Luke Nicholas, CFA, CFP®
Designations and Licenses
Luke holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Luke develops comprehensive wealth solutions for clients with a focus on helping them achieve their long-term objectives. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.
Prior to joining Mariner Wealth Advisors as a director and senior wealth advisor, Luke worked at Allegiant Private Advisors, initially in an investment capacity before making the transition to wealth advisor.
Luke has a bachelor’s degree in finance from the University of Florida.
Luke is a Suncoast Advisory Board member for Make-a-Wish Southern Florida. In his free time, he enjoys traveling, golfing and spending time with his wife and two German Shepherds.