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 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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.