Ben Lucas

Ben Lucas

Ben loves coming to work every day thanks to the satisfaction he gets from telling clients they can achieve their goals, or only have to make small, manageable adjustments to do so, and seeing their peace of mind when they leave.

A 2020 Providence College graduate with a Bachelor of Science degree in marketing, Ben joined McAdam the same year and became an expert in retirement planning, risk minimization through safe money strategies, and advanced tax planning strategies by undergoing McAdam’s rigorous training courses and the new advisor program.

Ben, who passed the Series 65 securities exam and holds insurance licenses in life, annuity and health, loves helping people achieve what’s most important to them.

“If I could share one piece of advice with a client,” Ben says, “it would be to get proactive about their retirement goals. Changing how you’re invested can be difficult, especially with 30 years of inertia, and putting it on the back burner will only put your goals further and further out of reach.”

A native of Walpole, Massachusetts, Ben is an outdoors guy, spending summers with his brother and dad fishing on Cape Cod. He also enjoys scuba diving and spearfishing, and when he’s not near the water, he’s golfing or skiing with friends and family.

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