Jeanette Lucas, CFP®, ChSNC™, CDFA®
Partner, Senior Financial Advisor
Jeanette started working at Condor as an intern back in 2005 while attending Rutgers Business School in New Brunswick, where she attained a Bachelor of Science degree in Finance with a minor in Psychology from Rutgers College. She decided to stay with Condor full time after graduation, as she saw the positive impact Condor had on clients’ lives and enjoyed how everyone worked together to give the client the best possible service.
Jeanette went on to receive her Series 65 certification shortly after graduating which allowed her to make investment recommendations and move into her portfolio management role. She then began attending client meetings and realized that she really wanted to help clients with more than just their investments, so she attained her CERTIFIED FINANCIAL PLANNERTM designation in 2015.
After noticing unique financial difficulties in families that have a family member with special needs, she wanted to learn more about how to help with their financial planning needs and earned her Chartered Special Needs ConsultantTM designation in 2017. Additionally, in 2020, Jeanette went on to become a Certified Divorce Financial Analyst®. Having gone through a divorce herself, she knows the emotional and financial toll it can have on someone’s life and wanted to be a better resource to help those going through it stay on their feet. She is also a member of the Financial Planning Association (FPA) in order to network with those in the industry and keep up to date on any new technologies and best practices.
Jeanette now prioritizes her service to clients, while overseeing our portfolio management team to ensure that client portfolios are traded and rebalanced appropriately.
Outside of Condor, Jeanette enjoys staying active by playing soccer (although she is Portuguese, she claims that she is certainly no Ronaldo!), and you can find her at many 5k races that support various charitable causes.