Christopher Luce, Cap Email & Phone Number

Lucé Financial Partners represents the next exciting phase of helping our clients realize and manage their financial priorities. Utilizing the latest in cutting edge technology, an innovative fee structure, and removal of any financial product compensation, we provide a long overdue industry change. There is no question we place our clients’ interests first. However, our goal isn’t to be different, simply our committed objective is to be better. It is time for clients to know they can work with a trusted partner to get their financial house in perfect order and keep it that way. It’s time to invest, illuminated. Prior to Founding Luce Financial Partners and Five Stones Wealth Management, I helped establish the Wachovia Investment Services Group in Texas and served on the Wealth Management Trust and Investment Advisory Services Board nationally during my four year tenure at Wachovia. My capacity included working as the investment strategist for many of the top bank clients and the senior executive teams. Additionally, I served as a Certified Financial Manager and Wealth Management Advisor for nine years at Merrill Lynch. During those nine years, along with a very successful private practice, I gained valuable experience serving as the Regional Financial Planning Specialist for Merrill Lynch. A major part of my position was responsibility for the planning strategies of more than 100 Financial Advisors and their clients.Specialties: Series 7, 24, 31, 63, 65 held with LPL Financial and Group I Insurance.

Listed skills include Wealth Management, Investments, Financial Advisory, Portfolio Management, and 9 others.

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  The University Of Texas At Dallas

  Economics And Finance