Wealth Management

Patty Lucas

Senior Client Service Associate

Industry Start


Patty joined Kovitz in 2023 as part of the acquisition of Newman Schimel. As a Senior Client Service Associate, Patty works alongside Senior Wealth Advisors to provide superior client service and administrative support. Patty brings with her more than 20 years of experience in the financial services industry. In her spare time, she enjoys movies, music, and spending time with her family.