Kyle J. Lucey, RICP®

Kyle Lucey began his financial planning career 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 Advisors, 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 and retirement planning 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, Kyle was asked to be a part of Trinity Wealth Advisors.  As a member of Equitable Advisors 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 2019, Kyle attended the Wharton School of Business at the University of Pennsylvania, earning the designation of Retirement Planning Specialist after studying under the top educators in the field.  He then pursued and earned his Retirement Income Certified Professional (RICP®) designation, making him an expert at maximizing client’s income throughout their retirement years.

Kyle & his wife Meghan reside in Clarence.  He is an active member of St. Gregory the Great Church, where he serves as a parish trustee and leads various youth groups.  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 and mountain climber, 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.

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Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.