Sr. Service Associate & Compliance Manager
Luke joined the team in January 2022, bringing with him almost 15 years of experience in the financial services industry. Holding his FINRA Series 7, 66, 24, and 9/10 licenses, along with an Insurance License, Luke serves as the Branch Manager, overseeing all aspects of compliance and operations for our team.
Luke brings a broad perspective to Arcadia Capital. A Juniata College graduate with a degree in Business Management, his career has provided exposure to the broad spectrum of the financial services industry, including investment services, with a focus on client service and trading/operations, along with insurance, and private banking. As a part of his past roles, he has also completed Ritz Carlton Service Training, providing insight into how to not only work alongside clients, but to go above and beyond to deliver “Wow!” moments time and time again.
Prior to joining Arcadia Capital, Luke spent the last few years with the Concierge Services Team at the Raymond James Home Office. While there, he worked hand in hand with the top Raymond James branches across the country, troubleshooting any and all issues faced by clients and financial advisors, exposing him to the entirety of the Raymond James operation and providing a deep understanding of the firm’s operational processes and procedures.
Luke strives to combine his experience and industry knowledge to deliver an exceptional level of service and create a memorable experience for all our clients.