Jim Lucas - Private Client Advisor

Bank of the West
Hours:
531 Cowper St, Palo Alto CA 94301

Hours

Monday
8AM - 5PM
Tuesday
8AM - 5PM
Wednesday
8AM - 5PM
Thursday
8AM - 5PM
Friday
8AM - 5PM
Saturday
8AM - 5PM
Sunday
8AM - 5PM

From Jim Lucas - Private Client Advisor

As a Private Client Advisor with years of experience, I specialize in creating customized retirement and investment plans for affluent clients. You will get personalized attention that identifies your needs, plans the future and manages goals as they change along the way. Life is constantly ushering in new challenges. Its our goal to partner with you, so that you can greet each day knowing that a plan is in place to identify financial needs, opportunities and manage your future.

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