Mike Lucchesi

Managing Partner, Waypoint Wealth Management Group Financial Advisor, RJFS

Mike serves the financial needs of families and individuals across the country. He brings a thoughtful balance of market insight and personal engagement to his work, combining technical research with genuine connection. His practice reflects an emphasis on clear communication and tailored guidance for high-net-worth clients, non-profit organizations and emerging next-generation investors. Mike’s approach centers on helping clients make informed, intentional decisions. He aims to create an environment where financial conversations feel approachable and where clients understand how each choice supports their goals.

Before joining Raymond James, Mike served as associate vice president of investments at Stifel from 2009 to 2020 in Garden City, New York. He holds a BA in economics from the University of Delaware and is a graduate of Chaminade High School. His community involvement is extensive, including past roles with the Rockville Centre Lacrosse Club and the Rockville Centre Public Library. Mike is currently a board member of the Tommy Brull Foundation.

Mike believes that clients appreciate his caring, responsive nature and his attention to detail. He is known for being well prepared and accessible, offering steady communication and thorough follow-through. He feels that his keen ability to simplify complex information and present it clearly is of great value to his clients.

Raised in Rockville Centre, New York, Mike continues to live in his hometown with his wife, Lisa, and their sons, Joey, Vince and Leo. Outside of work, Mike coaches youth football and lacrosse and remains active in several community organizations.

Raymond James is not affiliated with the above organizations and/or charitable causes.