Luke Nicholas, CFA, CFP®

Director & Senior Wealth Advisor

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 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.

Personal Interests

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.

Luke’s Office

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