AI's Game-Changing Role in Financial Planning | Lucas Winthrop DSH #1208

Lucas Winthrop is the Chief Operating Officer at Winthrop Wealth, where he collaborates with the leadership team to shape the firm’s strategic direction and plan. He plays a crucial role in focusing and marshaling firm resources to see the firm’s vision come to fruition. Lucas also serves as an advisory representative of Winthrop Wealth, engaging with many of our clients to provide advice and service.