LUCAS DESMOND
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Lucas Desmond is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Lucas Desmond - - Edward Jones - Portland, Maine, city=Portland, display_country=United States, hs_object_source_detail_1=Find a CEPA March 2026 , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=lucas-desmond, profile_name=Lucas Desmond 11, lname=Desmond, hs_object_source_id=enrollmentId:2434047645229;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20MARCH%202026/DESMOND-LUCAS-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-MARCH.pdf, hs_createdate=1775227922785, cohortium_profile_title=Lucas Desmond | Wealth Manager at Edward Jones | CEPA Connect Member, state=Maine, id=50937590846, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Lucas Desmond, email=lucas.desmond@edwardjones.com, cohortium_meta_description=Connect with Lucas Desmond, a specialized Wealth Manager working with Edward Jones based in Maine., associated_contact_record_id=193517047560, website=https://www.edwardjones.com/us-en/financial-advisor/lucas-desmond, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1778090405760, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20MARCH%202026/11652_Desmond_CEPA-Certificate-2026-March.pdf, is_editable=editable, url_slug_2=lucas-desmond, impersonate_user_url=https://exit-planning-institute.org/member-detail/lucas-desmond?impersonation=true, full_name=Lucas Desmond, hs_lastmodifieddate=1778090408121, phone=+1 207-613-9544, company_name=Edward Jones, name=Lucas, hs_object_id=50937590846, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=04101, username=lucasdesmondedwardjones, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Wealth Manager
- Website:
https://www.edwardjones.com/us-en/financial-advisor/lucas-desmond - Phone: +1 207-613-9544
- City: Portland
- State: Maine
- Postal Code: 04101
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
