Cfp® Lucas Juery

Lucas Juery, CFA®, CFP®, serves as Portfolio Manager at SWAN Capital LLC in Pensacola, Florida, where he oversees the rebalancing of client portfolios, implements investment strategies, and supports clients with their custodian accounts. His work at SWAN Capital centers on building model portfolios investing primarily in equities, ETFs, and bonds, with specific models including Aggressive (100% equity), Growth, Balanced, and Dividend portfolios aimed at both growth and income objectives. Juery's portfolio management expertise covers asset classes such as stocks, ETFs, bonds, and, through SWAN Capital’s offerings, private equity real estate funds and pooled investment vehicles.

Before joining SWAN Capital in 2021, Juery gained analytical experience as a Financial Analyst at Airbus Defence and Space and led as a security analyst and trustee for the Argo Funds at the University of West Florida. His career background is grounded in the application of fundamental analysis to identify growth stocks, construct long-term investment strategies, and implement long/short portfolio positions for retirement-focused and high net worth clients.

Juery holds a B.S.B.A. in Finance with a minor in Management from the University of West Florida, where he also earned recognition as an alumni success story. He is credentialed as both a CFA® charterholder and CFP® professional, underscoring his commitment to both rigorous investment management and comprehensive financial planning. His notable contributions lie in his methodical, research-driven approach to asset allocation and his dedication to helping clients build and preserve wealth through disciplined, long-term portfolio management.