Edward Jones - Tyler Lucas, CFP®, AAMS™ Financial Advisor
As an Edward Jones financial advisor, my goal is to help my clients build, retain and transfer their wealth. I strive to help reduce the stress and ambiguity of investing by creating custom tailored portfolios and financial strategies for each individual. I look forward to the opportunity to earn your business.
I attended Texas Tech University - Rawls College of Business for my MBA and Eastern New Mexico University, where I graduated magna cum laude with a bachelor's degree in personal finance. I have attained the CFP® and AAMS™ certifications. I also have my AS from Santa Ana College.
Prior to moving to New Mexico, I was born and raised in Southern California. I met my beautiful wife, Marissa, here in Clovis, NM, and we have been happily married since October 2021. We share a very happy and energetic dog, Harper; she is a mix of German and Australian Shepard. My wife and I love to travel and try new cuisines, and we occasionally golf when the wind isn't blowing.
I believe in volunteering and enjoy helping others. I'm active in the community through my service as a board member for both the United Way of Eastern New Mexico and Clovis Main Street. I chair the Fund Distribution Committee and participate on the Finance and Endowment Fund Committees and volunteer for the Reality Check Day Program, educating students on the importance of career selection and financial responsibility. In addition, I am the 2021/2022 Clovis-High Plains Rotary Club President.