Tommy Lucas

Portfolio Manager-Equities at Moisand Fitzgerald Tamayo LLC

Finance

Consumer Services

Profile

Mr. Tommy Lucas is a Financial Advisor at Moisand Fitzgerald Tamayo LLC.
He assists the Financial Planning Department with developing client financial plans and tax projections.
He completes client tax returns and is also in charge of setting up client portals, creating client reports, and maintaining client management software.
He received his undergraduate degree from the University of Central Florida.

Tommy Lucas active positions

Companies	Position	Start
Moisand Fitzgerald Tamayo LLC Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.	Portfolio Manager-Equities	2022-12-31

All active positions of Tommy Lucas

Training of Tommy Lucas

University of Central Florida

Undergraduate Degree

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Linked companies

Private companies	1
Moisand Fitzgerald Tamayo LLC Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.	Finance