Business
Today we meet the newest member of the Mooney Lyons team, Lucas Wandell. Lucas holds his CRPC® designation and is currently working toward his CFP. He joined Mooney Lyons from Merrill Lynch this past December.When Lucas came over, he began working on new process for ML clients that will help streamline interactions with the team, creating a blueprint for items that will be discussed in each meeting and simplifying the process, especially in our current climate of virtual meetings which has been well received by clients and advisors alike.Lucas also explains some of the common threads he's seeing in client conversations - from those panicking over market volatility to those who see an opportunity. The most important thing is to have a plan and stick to it. Finally, as the new person in the office, Lucas explains what he loves about his new team - the wealth of knowledge and sense of cooperation he's experiencing at Mooney Lyons.For more, call Mooney Lyons at 847-382-2600Visit online: MooneyLyons.comOr email: info@mooneylyons.comSecurities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not