Experience

Makes all the difference

Stephen Lucero

Senior Vice President–Wealth Management

Financial Advisor

In the past two decades, I have seen markets both expand and contract. I have seen presidential elections and impeachments. I have seen three wars but also times of peace. I have seen two "bubbles" one in technology and one financial. Lastly, we all have experienced in one way or another the worst terrorist attack on U.S. Soil. What this means to you is I have a strong understanding of how the markets react in different economic cycles and how to position your portfolio accordingly. Many of my clients have benefited from my experience and have avoided many of the pitfalls of investing.


Personal & Community

  • Program Chairman for the Kiwanis Organization of San Jose
  • Enjoy road and mountain bike racing and competing in triathlons
  • Avid snow skier

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA
  • WV
355 Santana Row
Suite 2050
San Jose, CA 95128

Email Me

steve.lucero@ubs.com
Stephen Lucero
355 Santana Row,San Jose,CA,95128

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