Merrill Lynch Financial Advisor Lucas Calawerts

Merrill Lynch Financial Advisor Lucas Calawerts is located at 480 Pilgrim Way, Green Bay, Wisconsin, United States. Lucas has been serving his clients' financial needs for 7 years at the Green Bay location. As an Assistant Vice President and Senior Portfolio Advisor on the Nickel Calawerts Group, Lucas has a wealth of experience in the industry, totaling 50 years with his team. He specializes in managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies to help clients pursue their financial objectives.

Lucas focuses on cash flow efficiency, assisting clients in managing their wealth and designing retirement income streams for individuals, families, and businesses nationwide. He believes in helping clients understand 'What You Own, and Why You Own It' through his Buckets and Cushion & Growth conversations. Outside of work, Lucas enjoys spending time with his family and volunteering at The Automobile Gallery in downtown Green Bay.

Merrill Personal Wealth Analysis™ is a personalized planning tool that helps build and document individualized financial plans centered on clients' goals and aspirations. Supported by the global resources of Merrill, Lucas and his team are dedicated to building strong client relationships based on trust and personalized service. By focusing on what matters most to clients - family, goals, and priorities - the team at Merrill Lynch Wealth Management works to provide tailored financial solutions that evolve with clients' changing needs over time.

Whether clients are planning for retirement, saving for a major purchase, or looking to pass wealth to future generations, Lucas and his team start by having a conversation to understand clients' goals and priorities. By utilizing the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences to customize a financial approach that aligns with what matters most to each individual.

As life and financial goals change, Merrill Lynch Wealth Management Advisors are committed to helping clients stay on track to achieve their objectives. Through regular check-ins and adjustments to financial approaches, the team aims to provide ongoing support to help clients navigate market fluctuations and life transitions.

With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Lucas Calawerts is dedicated to helping clients achieve their financial goals and aspirations. By getting to know clients personally and understanding what matters most to them, Lucas and his team create customized investment strategies that reflect each client's unique needs and priorities. Whether clients are seeking advice on investment decisions, retirement planning, or wealth management, Lucas and his team are there to provide guidance and support every step of the way.