Lucy A. Steitz, CFP®
Financial Advisor, Vice President
Lucy extends CoreStates’ capabilities in wealth management and financial planning, bringing knowledge in the areas of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Lucy has worked in the financial services industry for over 18 years. Prior to joining CoreStates, Lucy was responsible for business development and relationship management for high net worth clients and non-profit organizations in the greater Philadelphia area with Wachovia Wealth Management and predecessor banks.
Lucy earned Bachelor of Arts and Masters of Public Administration degrees from Lehigh University, including Junior Year Abroad at the London School of Economics and Political Science.
Lucy is a Cantor, choir member and past General Gift Campaign Chairperson at Our Lady of Guadalupe Church,
Buckingham, PA. She is a member of the Bucks County Estate Planning Council, Women’s Business Forum and Central Bucks Chamber of Commerce Women In Business Committee. Lucy and her husband live in Furlong, PA with their three children.