Mary Lucas currently serves as the National Director of Financial Planning & Client Experience at Prime Capital Investment Advisors (PCIA), where she leverages her extensive expertise in wealth management to enhance client engagement and satisfaction. With a career that began in UMB’s Private Wealth Management...
Mary Lucas currently serves as the National Director of Financial Planning & Client Experience at Prime Capital Investment Advisors (PCIA), where she leverages her extensive expertise in wealth management to enhance client engagement and satisfaction. With a career that began in UMB’s Private Wealth Management division in 2007, Mary has cultivated a profound understanding of the financial planning landscape. Her role involves leading a dynamic financial planning team, where she not only supervises day-to-day operations but also spearheads strategic initiatives aimed at optimizing team performance and client outcomes.
At PCIA, Mary is instrumental in establishing a long-term vision and philosophy for financial planning that aligns with the firm’s commitment to delivering client-centric solutions. She integrates all facets of the financial planning process, ensuring that clients receive comprehensive and tailored recommendations that address their unique financial goals. Her leadership style fosters collaboration, encouraging her team to innovate and adapt in a rapidly evolving industry.
Mary’s credentials, including her Certified Trust and Fiduciary Advisor (CTFA) designation and licenses such as Series 24 and Series 7, underscore her commitment to professional excellence. Her strategic planning skills, combined with her deep knowledge of investments and banking, position her as a trusted advisor in the wealth management sector. Through her dedication to enhancing client experiences and developing effective financial strategies, Mary continues to make a significant impact at PCIA, guiding clients toward financial success and security.
