Kyle J. Lucey

Kyle J. Lucey

Financial Professional

Kyle Lucey began his financial planning career with Equitable in 2012 after studying economics and finance at SUNY Morrisville and Canisius College.   He currently holds his NYS Life, Health and Accident Insurance, FINRA Series 6, 7, 63 & 65 licenses and is registered in several states across the country.  In addition to these, he also maintains a certification in NYS Partnership for Long Term Care. 

During his career at Equitable, Kyle has worked in various areas of financial planning such as retirement planning strategies, investments, life insurance, professional money management, estate planning strategies, college funding and long-term care insurance.  His comprehensive approach to wealth management provides guidance and tools that have helped families, individuals, business owners and other clients break down complex decisions and plan their financial futures.

After building a practice over his initial 4 years at Equitable, Kyle was asked to be a part of Trinity Wealth Advisors.  As a member of AXA’s Paramount Producer Group, Trinity Wealth Advisors pairs some of the top industry designations to bring a well-rounded team of qualified financial professionals to service our client’s various needs.

In addition to working with individuals and families in the area, another top priority is working with employers that offer, or want to offer, a retirement plan to their employees. He helps them determine what type of plan would work best for their business, designs the plan and keeps it in compliance with laws and regulations.

Kyle resides in Williamsville and is an active member of St. Gregory the Great Church.  He also believes in giving back to the community through volunteer visitation with the elderly at Elderwood nursing homes.  Outside of work, he is an avid outdoorsman who enjoys exploring our nation’s wilderness areas and regularly participates in local trail maintenance to help keep nature as it was intended to be.

 

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Trinity Wealth Advisors is not owned or operated by AXA Advisors, LLC or its affiliates.

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