Tommy Lucas

Portfolio Manager-Equities at

Moisand Fitzgerald Tamayo LLC

Consumer Services

Finance

Profile

Mr. Tommy Lucas is a Financial Advisor at Moisand Fitzgerald Tamayo LLC.
He has been with the firm since 2015.
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 MFT seeks to manage risk in a manner that is appropriate for each client’s situation and educate clients about the trade-offs between seeking to reduce risk and maximize returns.	Portfolio Manager-Equities	31/05/2021

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Private companies	2
University of Central Florida University of Central Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Moisand Fitzgerald Tamayo LLC Moisand Fitzgerald Tamayo LLC Investment ManagersFinance MFT seeks to manage risk in a manner that is appropriate for each client’s situation and educate clients about the trade-offs between seeking to reduce risk and maximize returns.	Finance

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