Mary Lucas joins Prime Capital Investment Advisors
Financial Planning Expert Joins the Firm as Director of Financial Planning and Client Experience
Prime Capital Investment Advisors (PCIA) is pleased to announce Mary Lucas as its new Director of Financial Planning and Client Experience. She has over 26 years of experience in the financial services industry as a financial advisor, sales manager and executive on wealth management platforms ranging from hookups to private banks. In his new role at PCIA, Lucas will use his experience to take the company’s financial planning practice to the next level.
PCIA, a leading financial planning and investment advisory firm, is doubling down on its financial planning efforts by hiring industry veteran Lucas. One of the company’s current priorities is to continue to develop and strengthen its financial planning capabilities and the hiring of Lucas is an important step in that direction.
“Mary is undoubtedly a high caliber addition to our team and will accelerate us on the path to accomplishing our mission,” said Scott Duba, Chief Investment Officer and Managing Director of Prime Capital Investment Advisors. “Her immense experience as a successful financial advisor gives her first-hand knowledge of what it takes to build and maintain client relationships as well as a practitioner’s understanding of the financial planning process. All of this will be essential as we let’s further strengthen our financial planning capabilities.”
Lucas most recently served as Executive Vice President of Wealth & Trust Management at Emprise Bank. She also spent 14 years at UMB Bank, where she served as Senior Vice President and Chief Financial Planning Officer. At UMB, she led efforts to establish and grow the practice of financial planning, eventually leading a team of six certified financial planners. Prior to UMB, Lucas successfully held positions as District Sales Manager for US Bank, Financial Advisor at Morgan Stanley and Financial Consultant at Merrill Lynch.
“Mary has both the skills and experience to take our financial planning practice to the next level, and she understands the critical role she plays in helping clients improve their financial future,” said Glenn Spencer. , managing director of Prime Capital Investment Advisors. “We always strive to attract the most qualified people to our firm, as it is the best way to ensure that we achieve our mission to inspire people to achieve their life’s ambitions. We are honored that Mary has joined the team and look forward to all she can do for our customers and associates.”
Lucas holds a Bachelor of Arts in Communications from the University of Arizona, has the Certified Trustee and Financial Advisor (CTFA) designation, and holds Series 7, Series 24, Series 63, and Series 65 licenses.
Learn more about Prime Capital Investment Advisors at www.pciawealth.com.
About Prime Capital Investment Advisors
Prime Capital Investment Advisors offers a client-centric, team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the company also provides retirement plan advisory services, as well as plan member education. PCIA currently has 36 locations across the United States, with investment advisor representatives serving clients across the country. Advisory services offered by Prime Capital Investment Advisors, LLC. (“PCIA”), a registered investment adviser. PCIA operating as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit www.pciawealth.com.