Andrea Lucey, CFP®

Andrea Lucey, CFP®

Financial Planning Coordinator

Andrea began her career with Richard Carr and Associates in June of 2004.  Andrea works with Rich Carr as a financial planning assistant to help maintain existing client accounts and to develop new client relationships by assisting with the preparation of retirement projections and planning strategies.  Andrea's organization and attention to detail keeps the advisors and clients on track during the financial planning process.   
 
Andrea graduated summa cum laude from the University of Rhode Island with a Bachelor of Arts in Business Administration with a concentration in Finance and graduated magna cum laude from the McCallum Graduate School of Business at Bentley College, now Bentley University, with a Master of Science Degree in Financial Planning and Graduate Certificate in Taxation.  She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds a Massachusetts Individual Insurance Producer License as well as the Series 6,63 and 7 registrations through LPL Financial.   
  
Andrea resides in Mendon, MA with her husband and four children.  She enjoys running and spending time with her family.