Luke Stuart is a *CERTIFIED FINANCIAL PLANNER™ and provides comprehensive wealth management solutions for professionals, families and business owners including:
- Retirement Income Planning
- Investment Management
- Estate Planning & Wealth Transfer Strategies
- Life/Disability/Long-term Care Insurance
- Business Succession Planning & Employee Benefits
Luke joined Centra Financial Group in 2011 after starting his financial planning practice with Waddell & Reed Advisors in 2006. Luke began his career in financial services in 1996 working in mutual fund operations for State Street Bank in Boston, Massachusetts.
Luke is a member of the Million Dollar Round Table (MDRT), the premier association for financial professionals. He is also a member of the Financial Planning Association of Greater Rochester and the Estate Planning Council of Rochester. Luke has made appearances as a Financial Planning contributor on WROC Rochester Channel 8 News and has contributed articles to the Rochester Democrat & Chronicle.
Luke enjoys getting involved in the Rochester community and serves on the Rotary Club of Pittsford Board of Directors where he has been a member since 2009. He is an active member of the Perinton Presbyterian Church.
Luke is a graduate of Boston College in Chestnut Hill, Massachusetts where he majored in Finance and he has completed graduate coursework in Economics at Babson College in Wellesley, Massachusetts.
Luke and his family live in Fairport, New York.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Luke Stuart is a Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, Centra Financial and other listed entities are independent of HTK.