Mary Lucas has over 26 years of industry experience as a financial advisor, sales manager, and executive leader within wealth management platforms ranging from wirehouses to private banks. Most recently, she served as an Executive Vice President of Wealth & Trust Management at Emprise Bank. Prior to her role with Emprise, Mary spent 14 years with UMB Bank. During her career at UMB, she eventually became their Senior Vice President and Director of Financial Planning, where she established and grew the financial planning practice. Before UMB, Mary held successful roles as a district sales manager for US Bank, a financial advisor at Morgan Stanley, and a financial consultant with Merrill Lynch.
Mary is skilled in determining the right path clients should follow to help meet their long term financial goals and objectives. She achieves this through a holistic financial planning approach, covering all facets of the client’s financial life, which includes retirement planning, income planning, risk planning, tax planning, and investment planning.
Mary especially enjoys helping people achieve their dreams. She believes in empowering people to better understanding their whole financial picture. Knowing that she assisted with educating individuals and uncovering the best path for them to choose based on their needs and desires is most rewarding for Mary.
Mary earned her Bachelor of Arts in Communications from the University of Arizona. She also has the Certified Trust and Financial Advisor (CTFA) designation and holds Series 7, Series 24, Series 63, and Series 65 licenses.
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.
Overland Park, KS
6201 College Boulevard
Overland Park, KS 66211