NEWTOWN, Pa., Jan. 5 /PRNewswire/ -- CoreStates Capital Advisors, LLC, a wealth management & institutional investment firm headquartered in Newtown, Bucks County PA., announced today the addition of Lucy A. Steitz, CFP(®) to their Wealth Management & Investment Services Group.
Lucy has worked in the financial services industry for over 15 years, most recently as a member of Wachovia Wealth Management/Wells Fargo Private Bank in greater Philadelphia. Lucy was responsible for business development and relationship management for affluent and high net worth clients and families in Philadelphia and surrounding communities.
As a CERTIFIED FINANCIAL PLANNER(TM) professional, Lucy's knowledge and experience includes personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
"We continue to expand our family of outstanding financial advisors," commented William Spiropoulos, President and CEO of CoreStates Capital Advisors. "Lucy is highly respected, devoted to her clients and the consummate professional. Her knowledge and experiences expand our intellectual capital. At the end of the day, intellect with integrity is what CoreStates is all about. We are delighted with Lucy's decision to join our firm."
"CoreStates has great leadership with a clear vision and extraordinary investment strategies," states Steitz. "As a Financial Advisor at CoreStates, I am excited to provide comprehensive wealth management and 21st Century investment strategies to my clients."
Steitz holds a Bachelors and a Masters degree from Lehigh University. Steitz resides in Furlong, PA with her husband and three children.
CoreStates Capital Advisors, LLC is an SEC Registered Investment Advisor (RIA) with corporate offices in Newtown, Bucks County, Pennsylvania. CoreStates provides portfolio management and consulting services to institutional clients as well as investment management, wealth transfer and tax planning services to high net worth individuals. CoreStates employs proprietary asset allocation strategies for fund management using state-of-the-art technologies. www.corestates.us
SOURCE CoreStates Capital Advisors, LLC