PFM Luke Westport

Lucas Seely, CFP®

Associate, Westport

Luke Seely, Westport, supports clients through the financial planning process by implementing a financial plan that is unique to their needs. He is a member of the Westport Team of Goldman Sachs Personal Financial Management which is within the larger Consumer and Wealth Management Division of Goldman Sachs.

Prior to joining the team at Goldman Sachs, Luke spent 15 years in the wealth management industry employed by UBS, Deutsche Bank Securities & Bank of America Private Bank, in roles including Client Associate, Investment Associate, Vice President and Financial Advisor.

Luke earned his B.A in International Affairs from New York University with a minor in Political Science. He spent 15 years fully licensed with both his Series 7 and Series 66 and is a CERTIFIED FINANCIAL PLANNER.

Luke was born and raised in Greenwich, CT and currently resides in New Canaan, CT with his wife, Alexandra, and their two dogs. He is an active fisherman, skier, avid reader and lover of the outdoors. Before entering college, he spent 97 days and nights backpacking in Utah and Wyoming with the National Outdoor Leadership School.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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