Luke Ervin is a First Vice President – Wealth Management at
UBS in the Carmel Valley office. He and
his team, The La Jolla Group, provide Financial Planning/Corporate Services primarily
for Business Owners in all the various points of their businesses' lifecycle. From fundraising to Succession Planning, Luke
and his team work diligently to align the Business Owner's personal and
financial goals to that of their business.
Mr. Ervin believes strongly in building a virtual team of professionals
(attorneys, accountants, insurance professionals, etc.) to help clients feel as
though everyone is collaborating, communicating, and working towards the
client's goal. Luke obtained the
Certified Investment Management Analyst (CIMA) designation through the Wharton
School to help design investment portfolios and the Certified Exit Planning Advisor
(CEPA) through the Exit Planning Institute to help advise his clients on the
various options available to them in regards to Succession Planning and to implement
those which correlate best with their personal, financial, and business goals.
Before coming to UBS in 2013, Mr. Ervin and his team were at Smith Barney (now
Morgan Stanley) for nearly 10 years.
Outside of work, Luke serves on the Board of the La Jolla
Golden Triangle Rotary Club, is the president of the San Diego Tesla Club, and
the president of the Appalachian State University Alumni Association. He is an ardent supporter or our veteran
community here in San Diego and mentors servicemen and women transitioning out
of the military into the private sector through American Corporate Partners.
Luke and his wife Greta live in the Mission Hills area with
their daughter, Era, and son, Mac, as well as their two French Bulldogs, Louie
and Teddy. In his free time Luke enjoys
fitness, surfing, golf, and watching his native Atlanta Braves and Falcons