Luke began his career in the financial services industry in 2010 as part of the financial advisor training program with Morgan Stanley. From 2011–2021, he was employed by GYL Financial Synergies and its predecessor firms. During his tenure there, he held a variety of roles, concluding as a senior wealth advisor and senior institutional consultant. In 2022, Luke joined RBC Wealth Management as a financial advisor.
Luke is a CERTIFIED FINANCIAL PLANNER™ professional who also holds the Certified Investment Management Analyst® certification. He passed the Series 7, 63, 66 and SIE exams and is insurance licensed. A graduate of Quinnipiac University, Luke obtained a degree in finance with a concentration in business in 2010. In 2016, he completed Bryant University’s Certificate of Financial Planning program. In 2020, he completed the Yale School of Management’s Certified Investment Management Analyst® (CIMA) certification program.
He is involved in several community activities and is the past President of the Rotary Club of Avon-Canton. Luke is originally from Connecticut, where he resides with his wife, Katie and son, Liam. Luke enjoys attending sporting events, being outdoors, living an active lifestyle, traveling when time permits and spending time with family and friends.
