Luciana Reis is a Senior Wealth Analyst at Lake Street Advisors. She is responsible for developing, implementing, and overseeing wealth management strategy and family office services for her clients. Luciana enjoys building long-term relationships with her clients and creating solutions that are unique to their lifestyle, investment, and financial planning goals.
Luciana is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in comprehensive wealth management, business consulting, tax planning, and real estate. Prior to joining the firm, Luciana worked at a national advisory, tax, and assurance company where she served as a business and tax consultant. In her role as a tax consultant, she provided tax consulting and compliance services to high-net-worth clients, advising them on income, gift and estate tax planning, and charitable planning. She also worked closely with family business clients, providing them with tailored solutions around exit planning strategies, estate transfer strategies, valuation, financial reporting, tax planning, and cash flow management.
Luciana is a Brazilian native and has made Boston her home for the past 25 years. She graduated from Bentley University with a bachelor’s degree in corporate finance and accounting and completed a master’s degree in financial planning and taxation. Since 2019, Luciana has donated her time and expertise as a member of the board of directors for The Center for Hope and Healing in Lowell, MA – a nonprofit dedicated to eliminating sexual violence. She also volunteers at soup kitchens and helps with fundraisers in support of various causes she cares about. She loves hiking, camping, traveling, and spending time with her friends and family. Her favorite hiking trips have been backpacking through the Dolomites in Italy and Torres Del Paine in Chile.