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TOP 30 Outsider's gallery in Green Bay, WI
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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.
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