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Lucas R

Series 66, Series 63

Accokeek, MD

T. Rowe Price Advisory Services, Inc.

Lucas Rogers is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 licenses and nine years of industry experience. His career includes roles at T. Rowe Price, Global Retirement Partners, Ascensus, Infosys, and The Vanguard Group. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines goals-based planning with an online tool and telephone advisor access, serving clients generally with at least $250,000 in investable assets.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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