Lucy grew up in Houston and spent much of her youth traveling as a competitive figure skater; in her 16 years on the ice, she grew to appreciate the sport’s lesson that “what you put in is what you get out.”
Lucy’s mathematical mind and knack for numbers led her to study finance in college, and after graduation, she worked as a financial analyst for the nonprofit Baptist Church Lending Corp. She was driven to move into financial services and started that chapter of her career with positions at Fidelity Investments and Morgan Stanley before joining the team at CD Wealth Management.
“I love how client-centric we are here. I love the fact that there are three advisors who can give attention to clients. … Everyone’s so focused on serving every client as a top priority.”
In her work at CD Wealth, Lucy is focused on delivering best-in-class customer experience so clients know that their wealth — and their dreams — are in good hands.
“I love that in financial services, every day is different, every call is different,” she said. “Every client is different, too, and you are able to be helpful and productive through the work. Clients know that when they call, someone’s always going to answer the phone. When they have questions, they are always going to get an answer from us, and that’s something valuable that we offer.”
Certifications: FINRA Series 7, Series 63, Series 66
Education: Baylor University — Bachelor’s degree in Finance
Check Lucy’s background on FINRA’s BrokerCheck.