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Lucas Maxwell, CFP®

Lucas Maxwell
CFP®
 
Senior Vice President
Trust & Family Office Advisor

P/F  314.290.8636

Biography

Lucas Maxwell serves as both a trusted partner and advocate, offering clients objective advice based on diverse industry experience. He is dedicated to understanding, prioritizing and then collaborating to achieve each client’s unique goals through strategic investment planning, tax management, and estate planning.

In addition, Lucas serves as an advisor to non-profit, institutional and endowment clients, guiding boards and directors through the investment process and helping to ensure good financial stewardship.

Lucas offers nearly 15 years of experience serving high-net-worth clients, institutions and
endowments with a primary focus on financial planning and investment management. Prior to joining Parkside in 2021, Lucas served as Senior Portfolio Manager for a Fortune 100 investment firm. During his tenure, he was ranked top in the country among his peers.

A graduate of Saint Louis University, Lucas earned a Bachelor of Science in Business
Administration, specializing in Finance and Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional. As a full-service financial advisor, Lucas is prepared to walk beside our clients through many phases of their lives.