Mary J. Lucas
National Director of Financial Planning & Client Experience @Prime Capital Financial
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WORK HISTORY
National Director of Financial Planning & Client Experience @Prime Capital Financial
Overland Park, KS, US
Lead Financial Planning for wealth management in a collaborative and effective manner to assure optimal team performance. Establish the long-term vision, philosophy and strategy around financial planning.• Incorporate all aspects of the financial planning process to provide client-centric financial solutions and recommendations to clients. • Serve as PCIA’s central financial planning resource. Cultivate and maintain the structure to deliver, to clients and advisors, the firm’s financial planning philosophies, strategies and processes.• Develop, implement and continually improve the overall Client Experience, with financial planning as an integral component. • Serve as the subject matter expert for financial planning platforms and software. Provide education and training for Financial Advisors and Qualified Plan Advisors.• Determine the need for additional resources, identify new talent, attract individuals to the Wealth Management team and modify existing roles to continue to effectively meet the needs of the organization.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd, Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (\"PCWM\") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated
EDUCATION
University of Arizona
Bachelor's degree, Communication and Media Studies
Arizona State University West
Post-Baccalaureate , Accounting
ABOUT MARY J. LUCAS
Mary joined UMB’s Private Wealth Management division in 2007. As a senior vice president and director of financial planning, Mary is responsible for development and supervision of the financial planning team as well as implementation of the team’s initiatives. As a key member of the planning team, she helps clients identify their life priorities and assists them in formulating a plan to meet their specific needs while helping them find direction and meaning through the process of wealth accumulation, preservation and transfer. Mary has an extensive background in portfolio management, fiduciary services and financial planning, with nearly 26 years of experience in the financial services industry. Prior to joining UMB, Mary was a district sales manager for US Bancorp Investments and Insurance. Mary is a Certified Trust and Financial Advisor and is also is a graduate of UMB’s Wealth Management Professional Development program and the Management Certification program. Mary earned a bachelor’s degree with an emphasis in communication and business accounting from the University of Arizona, where she graduated Magna Cum Laude.
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