Luke is a CERTIFIED FINANCIAL PLANNER™ professional, awarded by the Certified Financial Planner Board of Standards, Inc. Luke focuses on leveraging his access to a team of specialists from Merrill and Bank of America for estate, lending, insurance, and retirement services to work in conjunction with each client’s various advisors with the ultimate objective of achieving the client’s goals. His clientele exists throughout the United States and consists of individuals, senior-level executives, business owners, corporate pension plans, non-profit institutions, endowments, family trusts and estates. Luke adheres to a disciplined wealth management process that, while customized for each individual client, is built around the fundamental principles of risk and liquidity management, portfolio monetization, and goals-based planning. As a result, his typical client has a net worth of at least $1 million dollars. Luke believes in a client-centric working relationship with particular emphasis on frequent communication and a structured and consistent review process. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Luke is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Rankings based on data as of June 30 of prior year). He also has been recognized by Forbes as Best-in-State Wealth Advisors from 2020 to 2023(Published annually Jan – April. Rankings based on data as of September 30 of prior year). He has been recognized every year by Barron’s Magazine as one of America’s Top 1,200 Financial Advisors from 2019 to 2023(Published annually in March. Luke co-founded the Coughlin Haber & Associates Wealth Management Team in 2000, became the Resident Director in 2009, and today, Luke is a Senior Resident Director and Managing Director. It was during this time that his passion for providing individuals with goals-based planning and investment risk management began. While serving in this role, Luke focused primarily on developing financial strategies and solutions for the High Net Worth, Corporate Executive, Entertainer, and Professional Athlete client segment. Luke started his career with Merrill Lynch Wealth Management immediately following college graduation from Florida Atlantic University in 1998 as a planning specialist within the Merrill Financial Planning Division located in Denver, Colorado.
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