Lucas Dancy-Cabeal

Financial Advisor

Email:

lucas.dancy-cabeal@osaicwealth.com

Phone:

(615) 649-9257

Fax:

Office(s):

602 Cooks Hill Rd, Mount Juliet TN 37122

Assistants:

Linda Benner linda.benner@osaicwealth.com

Sahar Simatalat sahar.simatalat@osaicwealth.com

Specialities:

Retirement Planning

Investment Management

Insurance Solutions

College Planning

Business Planning

Wealth Transfer

Social Security Planning

High Net Worth Clients

401(k) & Workplace Plans

Small Business Owners

Pre-Retirees & Retirees

New Investors

Languages

Artisan Capital Partners

About Lucas Dancy-Cabeal

Lucas Dancy-Cabeal is a financial professional who has more than seventeen years of experience in the financial services industry. He began his career working with small businesses in banking and lending before transitioning into financial advising, where he now serves individuals, families, executives, and business owners with a broad range of financial strategies.

His areas of focus include life and disability insurance, retirement solutions such as IRAs and 401(k) plans, annuities, health insurance plans and group benefits, as well as exit and buy/sell planning, executive benefits, education funding, and risk management strategies.

Lucas holds a Bachelor of Arts in History and Philosophy, along with Series 6, 7, 63, and 65 securities registrations. He is licensed in life insurance in CA, TN, NV, and AZ, and holds a CA health insurance license.

Lucas and his wife, Krysta, have been married for more than 20 years and are proud parents of two boys, Reed and Ellis. They reside in Mount Juliet, TN, where Lucas is an active member of the community.

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Artisan Capital Partners is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.