Paul Lukas

Paul Lukas joined Merrill Lynch Wealth management in the Silicon Valley in 1983 and currently celebrates over 40 years as a Financial Advisor. He focuses on distribution options from employer sponsored retirement plans, retirement income strategies, and estate planning needs. Yearly he is invited to visit some of the world’s most prominent asset management firms in order to conduct due diligence and hear first hand forecasts for financial markets and the economy. Paul helps clients pursue their goals through methodical and diverse portfolio construction coupled with systematic rebalancing. Prior to joining Merrill, he was the founder and President of an entertainment production company in Southern California. Paul lives in Los Gatos with his wife and has 2 children. He has served on several non-profit boards including The Parkinson’s Institute, San Jose Children’s Musical Theater and St. Mary’s School in Los Gatos. He holds a Bachelor’s degree from the University of California; San Diego.

*You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, please contact your Merrill Financial Advisor.