Luke T. Sotir, JD
Managing Partner
Luke Sotir, JD has over twenty-five years of experience in his Business, Estate & Family Business Planning Strategies Practice. He is a Managing Partner & Co-Founder of Highland Financial Group.
Luke works closely with the firm's clients and their tax and legal advisors to assist with the analysis and implementation of business and estate planning strategies, including Buy/Sell and Shareholder Agreements, Business Succession Planning, gifting strategies, Grantor Trusts and Family Partnerships.
Luke is an experienced financial professional who helps families protect and transfer their estates and closely-held business interests through use of life insurance products.
He earned a Bachelor of Arts in Economics & History from Amherst College and Juris Doctor, JD from Boston College Law School.
Luke lives in Lexington, MA with his wife and three daughters.
California Insurance License #: #0L14321
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Highland Financial Group – Portsmouth, NH is not owned or operated by Equitable Advisors, LLC or its affiliates.