Forbes Best in State award
Gary Lukachinski, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2021 Best-In-State Wealth Advisors list. “Congratulations to Gary for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Gary represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
The Forbes Best-in-State Wealth Advisors rankings spotlights more than 5,000 advisors from Alaska to Florida with team assets amounting to more than $6 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
About Gary Lukachinski
Gary began his career in the financial services industry with John Hancock in 1988, after spending several years as an applications engineer for Multiwire Corporation. He is a Certified Financial Planner™(CFP®) professional having completed comprehensive coursework focusing on investment, retirement, tax, insurance, and estate planning. Gary is a member of the not for profit Financial Planning Association, as well as its local Long Island chapter. Gary holds degrees in
electrical engineering technology and business management and economics.
Gary’s twin daughters, Grace and Rebecca, are both students at Adelphi and are his universe. They can often be found together attending live theatre and concerts. When away from work, Gary enjoys golfing, photography and cooking for family and friends
