Michael Lucey,  CFP®, CPA

Michael Lucey, CFP®, CPA

Senior Partner

I began my career with Equitable Advisors in 2001 after working the previous 14 years as a CPA in public accounting and in corporate America with a fortune 500 company in the audit and accounting areas.  My career at Equitable Advisors has included my current position as a Financial Advisor and past role as a Regional Vice-President which has provided me experience and a level of expertise in the areas of holistic financial planning including money management, retirement, tax, and estate planning together with hiring and training junior associates who have joined our practice.

I currently hold a CERTIFIED FINANCIAL PLANNER™ professional designation and I am licensed as a Certified Public Accountant.   I hold my FINRA series 7, 66, 51 & 24 licenses along with my New York State Life, Accident and Health license and a certification in NYS Long Term Care Insurance.

My wife Kathy and I have been active in the Western NY community in a number of volunteer activities including Amherst Youth Softball, Amherst Youth Hockey, St. Gregory the Great Parish, Williamsville PTA along with sponsoring a host of charitable causes important to our family.  My son Kyle has been a member of my practice for the past three years and my daughter Erin (her husband Casey Murray also is an associate with me Equitable Advisors) and son Colin are both employed in the WNY area.

Trinity Wealth Advisors is not owned or operated by Equitable Advisors or its affiliates. 

CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements

 

 


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.

Phone (716) 626-2511
Fax (716) 631-4764
LinkedIn