Jim Lucas - Private Client Advisor

Bank of the West
Hours: As a Private Client Advisor with years of experience, I specialize in creating customized retirement and investment plans for affluent clients. You will get personalized attention that identifies your needs, plans the future and manages goals as they change along the way. Life is constantly ushering in new challenges. Its our goal to partner with you, so that you can greet each day knowing that a plan is in place to identify financial needs, opportunities and manage your future.

1. Palo Alto, California