Jennifer D. Lucas

Associate, Administration

Jennifer joined Clearstead in 2010. Jennifer provides administrative support to Clearstead’s executive officers and is involved in a wide variety of important administrative functions. Prominent among these is the oversight of the the firm’s reception staff, coordination of major firm events, and facilitating special projects.

Prior to joining Clearstead, Jennifer was employed by Cleveland Clinic. She was responsible for a wide variety of Executive and Administrative duties.  Jennifer has over 23 years of experience working with C-level management.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.




1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114