Jacob Lucchese
Associate Wealth Advisor
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Jacob is an Associate Wealth Advisor with Beacon Pointe’s Scottsdale office and is responsible for partnering with clients and their advisors to provide customized solutions. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Jacob worked for Northrop Grumman, Boeing, First International Bank and Trust, BMO Harris, and Wells Fargo. Jacob graduated from Grand Canyon University with a Bachelor of Science degree in Business Finance and Economics. Outside of the office, he enjoys spending time with his family, cycling, and volunteering at his church.