Lucas Beatty

MBA

Financial Advisor

Helping people be wise with money so they can live generously.

State(s) Licensed:   CA Insurance Lic. #0M95328, FL, GA, KS, KY, LA, MA, NC, NY, OH, SC, TN, TX, VA, WI, WV

Phone 704-396-7236
Address

609 South New Hope Rd. Ste. 101
Gastonia, NC 28054

Lucas Beatty

Helping people be wise with money so they can live generously.

State(s) Licensed:   CA Insurance Lic. #0M95328, FL, GA, KS, KY, LA, MA, NC, NY, OH, SC, TN, TX, VA, WI, WV

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, my team and I will draw on our industry expertise to help you map out a path to a more secure financial future.


Areas I focus on:

  • Holistic Financial Planning
  • Investments & Wealth Building
  • Tax Planning & Efficiency
  • Estate Planning
  • Life Insurance & Protection Planning


Locations I serve: Gastonia, Charlotte, Belmont, Lincolnton, Shelby, Fort Mill, Hickory, Dallas, Statesville, Mooresville, Davidson, Concord, Mt. Holly, and surrounding areas. I also offer virtual appointments for North Carolina, South Carolina, Georgia, Florida, Virginia, California, Wisconsin, West Virginia and Tennessee.

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Location

Gastonia Office

Phone:
704-396-7236

Hours

M – F: 9 a.m. – 5 p.m.