Envest Advisors, LLC

Lucus Ubaldo is a financial advisor at Envest Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Envest Advisors, he was associated with The Valoram Group LLC. Ubaldo was a full-time student for eight years before beginning his advisory career. Envest Advisors provides discretionary asset management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental and technical analysis tailored to client objectives and includes the use of sub-advisors and managed-account solutions as part of its portfolio management.

Robert Emery is a Series 65-licensed financial advisor with Envest Advisors, LLC, based in Myrtle Beach, SC, and has one year of industry experience. His prior roles include positions at Gradient Advisors, LLC and Envest Financial LLC. He is also a licensed insurance agent affiliated with Envest Financial, LLC. Envest Advisors, LLC provides discretionary asset management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm’s investment process combines fundamental and technical analysis tailored to client objectives, regularly rebalancing and monitoring portfolios, and may engage other investment managers as part of its service.

William Cutler III is a financial advisor at Envest Advisors, LLC in Myrtle Beach, SC, holding a Series 65 designation with two years of industry experience. He has worked at Envest Advisors and Gradient Advisors, and is also a co-owner and executive of Jerry Case Inc, a Subway franchise business. Envest Advisors provides discretionary asset management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental and technical analysis tailored to client objectives, regularly rebalancing portfolios and employing short- and long-term strategies as needed.