Lucas Lawson, CLU®
Founding Partner
Phone: 866-636-2871
17300 Dallas Parkway, Suite 3060
Dallas, TX 75248
Not straying far from my roots, I was raised in Fort Worth and now live in Flower Mound with my family. As an undergrad at the University of Texas Arlington, I was the President of the Sigma Chi Fraternity and still to this day remain committed to my fraternity's chosen charity – the Boys and Girls Club of America. My hobbies include spending as much time as I can with family and coaching my children’s sports teams.
During my first years in the financial services industry, I worked very closely with Mike, who became my mentor. This helped me get personalized training to put me on the fast track to success. In 2006, we officially joined forces and became business partners. My top priority is focusing on meeting regularly with clients to get an understanding of their situation and priorities. We then make a plan and forge a financial pathway to help reach their goals.
My professional achievements include:
*Chartered Life Underwriter (CLU) designation in 2010.
*Signator’s Practice of the Year in 2016.1
1The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor’s excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production is not a criteria for winner selection. The competition was open to all advisors and five were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors do not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.