Hi! My name is Dawn Lucy, a Merrill Financial Solutions Advisor, with 19 years’ experience in the financial services industry. I help individuals, families and the small business owner identify and prioritize their financial goals and help put a plan in place that is aligned with the things that matter most to them in life. I truly care about my clients and their life goals, and I seek to build a lifelong financial partnership with them and their families. BackgroundI have been happily married to my husband, Steve Lucy, since 2004 and we have two gorgeous, amazing teenagers, Samuel and Sarah. We are highly involved in our local church in Steele where my husband is a bi-vocational pastor. We love serving the community in which we live. As a family, we enjoy spending time together taking walks, hiking, kayaking, fourwheeling, fishing, camping, horseback riding, and going to the beach.Prior to Merrill Lynch, I have had a successful financial services career since 2005. I have served in various roles as Branch Manager, Private Client Banker and Financial Advisor for Fortune 500 Companies. Building long lasting relationships with my clients is extremely important to me. I love serving my clients and helping them reach their life goals. My commitment to you is to be a trusted advisor, resource and educator who is invested in you and your goals. I value your trust and I'm dedicated to providing you with a high-quality client experience.
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Financial AdvisorEdward Jones Oct 2018 - Jul 2020Gadsden, Al -
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Financial Relationship Consultant- Team LeadRegions Bank Aug 2016 - Apr 2018Gadsden, Alabama AreaManage all aspects of the branch sales and operations to assure that agreed upon goals and objectives (short and long range) are met. I facilitate the development of Consumer, Business Banking, Mortgage, Trust, Investment and Commercial Banking relationships. I partner with both my Investment and mortgage representative to grow business for them and for retail side of the house. Strong team emphasis on Customer Experience through Gallup Surveys as well as team member engagement through Gallup for team members. -
Store Manager (Safe)Wells Fargo Jul 2012 - Jul 2016Attalla, AlCoach and mentor sales for platform and teller team. Oversee all management and operations for the store. Work with business partners in investments, mortgage, merchant and business banking to enhance consumer and business customer relationships with Wells Fargo. -
Mortgage AssistantEstaff Mar 2012 - Jul 2012Regions Bank Gadsden -
MotherStay At Home Mom Apr 2009 - Mar 2012Alabama -
Private Client Relationship ManagerPnc Financial Services Group Jun 2006 - Apr 2009Pnc Bank- Prospect, KyPrivate Banker for 350 affluent clients in the Prospect, KY area.Provided business solutions to clientele for all their banking and financial needs to include: opening Deposit accounts, Retail Lending, proactive customer service, Retirement, Education Savings, Investment, Insurance and Estate Planning Needs. -
Asst. Branch Manger/ Consumer Banker Officer IiiAmsouth Bank Jan 2005 - Jun 2006Fort Payne, Al• Shared responsibility for managing all aspects of the branch sales and operations to assure that agreed upon goals and objectives (short and long range) were met. Facilitated the development of Consumer, Business Banking, Mortgage, Trust, Investment and Commercial Banking relationships.
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Pharmaceutical RepAbbott Laboratories Apr 2003 - Jan 2005Huntsville, Madison, Albertville, Arab, BoazCo-Promoted with Boehringer Ingelheim within Abbott’s PSS Division for North Alabama. Products included Mobic, Micardis, Flomax and Synthroid and were marketed to Internists, Family Practice, Rheumatologists, and Orthopedic Surgeons. Marketed and promoted products with a 3 week routing schedule, through walk-in marketing presentations, appointments, lunch-n-learns and dinner programs. -
Pharmaceutical RepInventiv Health Jul 2001 - Jan 2003Huntsville, Birmingham, Decatur, Florence, Anniston, Gadsden, Albertville, BoazPromoted Generic Brands for the Cardiology Market as well as over-the-counter white-collar brand products. Marketed and promoted products to cardiologist, internists, family practice, dermatologists, and podiatrists as well as to pharmacies and hospital formularies.
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Account ManagerOption One Division Of Aerotek Dec 1997 - Jul 2001Huntsville, Alabama AreaEstablished this new division within the local corporate community of Huntsville’s Research Park through referrals, career fairs and utilizing current client relationships with our parent company of Aerotek. Conducted Outside Sales with Commercial and Government Clients through referrals, phone contacts, sales presentations, correspondence, luncheon meetings, chamber events and other associations’ events and meetings.Managed 6 recruiters, 1 customer service associate and 20+ contractors within Option One.
Dawn Lucy Education Details
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Communications With An Emphasis In Public Relations -
Huntsville High
Frequently Asked Questions about Dawn Lucy
What is Dawn Lucy's role at the current company?
Dawn Lucy's current role is Transforming Dreams into Financial Reality.
What schools did Dawn Lucy attend?
Dawn Lucy attended University Of South Alabama, Huntsville High.
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Dawn Lucy
Christian Blogger/ Adoption Advocate/ Working Mom And Pastor'S Wife At The Potter'S PlanFort Payne, Al5wellsfargo.com, gmail.com, regions.com, earthlink.net, fidelity.com10 +125639XXXXX
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