Helen Lucht's Professional Contact Details

Mobile Number (Verified)
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HQ
+1 888-641-7100
Location
Lutz, Florida

Helen Lucht's Current Company Details

Hanlon is an innovative, New Jersey based, asset management firm with more than 20+ years experience partnering with planning minded financial advisors in delivering personal & proven outcomes to clients nation...
Hanlon is an innovative, New Jersey based, asset management firm with more than 20+ years experience partnering with planning minded financial advisors in delivering personal & proven outcomes to clients nationally. We have dedicated our two decades of service to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from a select list of custodian, see intraday account activity, open accounts with an innuitive investment proposal tool and receive unlimited account aggregation. In addition, we provide a next-generation income planning process allowing you and your clients to create an interactive, personal written income plan with customized investment execution.Delivering and enabling successful client outcomes is our business and passion.
mutual funds
managing retirement plans
turnkey asset management platform
fintech
investment advisory
middle
back office services
model managers
tamp
personal income planning
software
information technology
financial services
finance technology
information technology & services

Helen Lucht's Work History and Education

Hanlon Investment Management
Client Relationship Manager
2021 - Present
Csenge Advisory Group
Tampa Office Manager | Financial Planner
2012 - 2020 • 8 years
Financial Advisory Services of Tampa
Office Manager | Financial Planner
2007 - 2012 • 5 years

Frequently Asked Questions about Helen Lucht


What company does Helen Lucht work for?

Helen Lucht works for Hanlon Investment Management.

What is Helen Lucht's role at Hanlon Investment Management?

Helen Lucht's role at Hanlon Investment Management is Client Relationship Manager.

What is Helen Lucht's email address?

Helen Lucht's email address is h**@hanlon.com.

What is Helen Lucht's business email address?

Helen Lucht's business email address is h**@hanlon.com.

What is Helen Lucht's direct mobile number?

Helen Lucht's direct mobile number is (813) XXX-XXXX.

What is Helen Lucht's HQ phone number?

Helen Lucht's HQ phone number is +1 888-641-7100.

What industry does Helen Lucht work in?

Helen Lucht works in the Financial Services industry.

Who are Helen Lucht's colleagues?

Helen Lucht's colleagues are Marty Rising, Karen Snyder, Kevin Adams, Todd Lantier and more.
National Sales Manager
Customer Service Associate
Portfolio Implementation and Trading Manager
Regional Consultant

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