Teresa Lucas | Financial Advisor | Cincinnati, OH | U.S. Bancorp Wealth Management

Teresa Lucas

Wealth Management Associate
U.S. Bancorp Investments

513.697.2814

Primary office
10851 Montgomery Road
Cincinnati, OH 45242

Thank You

Your message has been sent to Teresa Lucas. We look forward to being in touch.

Contact me

Complete this form and Teresa Lucas will contact you to discuss your needs.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

About me

It is my pleasure to serve the financial needs of people in the Montgomery, Hyde Park and Norwood areas. My experience in the financial industry started in 2011.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

In my free time, I enjoy watching my kids' soccer games, my interests include cruising and reading.

Area of focus

Client service

Research

Proactive client contact

Wealth team support

Administration

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.