Senior Client Associate
(301) 798-9096 – Email
EDUCATION:– Allegany College of Maryland– Frostburg State University
LICENSE(S):– Series 7 license– Notary
For the past 34 years, Michelle Lucas has worked at Boggs & Company Wealth Management. She thrives in the fast-paced work environment, serving clients across all ages, demographics and professional industries. Michelle is 100% service-driven with diligent focus, treating all clients with respect, transparency and a sense of urgency with personalized care.
Michelle is a graduate with an AA from Allegany College of Maryland. Additionally, she continued her education with studies in Finance and Paralegal classes at Frostburg State She holds her Series 7 license and is a Notary.
When Michelle is not at work she loves to travel and go camping with her sister and family. Her favorite location is at Camp Lejeune Military Base. The stunning views of the intercoastal and the beach are what fills Michelle most.
Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.
We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.
Wealth management strategies to grow, preserve and transfer wealth.
Providing our clients and their loved ones with objective and value-driven financial guidance.
29 North Liberty Street
The Dajhana Building
Cumberland, MD 21502
(800) 935-6976 (toll free)
(301) 798-7669 (main)
(301) 798-9641 (fax)
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