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Financial planning able joins the close as its Administrator of Banking Planning and Applicant Experience

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OVERLAND PARK, Kan., May 10, 2022–(BUSINESS WIRE)–Prime Capital Advance Advisors (PCIA) is admiring to advertise Mary Lucas as its new administrator of banking planning and applicant experience. She has added than 26 years of acquaintance in the banking casework industry as a banking advisor, sales manager, and an controlling at abundance administration platforms alignment from wirehouses to clandestine banks. In her new role at PCIA, Lucas will use her acquaintance to booty the firm’s banking planning convenance to the abutting level.

PCIA, a arch banking planning and advance advising firm, is acceleration bottomward on banking planning by hiring industry veteran, Lucas. One of the firm’s accepted priorities is to abide architecture out and reinforcing its banking planning capabilities and Lucas’ hiring is an important footfall on this path.

“Mary is assuredly a aerial ability accession to our aggregation and will advance us on the aisle to accomplish our mission,” says Scott Duba, arch advance administrator and managing administrator at Prime Capital Advance Advisors. “Her immense acquaintance as a acknowledged banking adviser gives her absolute ability of what it takes to body and advance applicant relationships as able-bodied as a practitioner’s compassionate of the banking planning process. All of this will be basic as we added strengthen our banking planning capabilities.”

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Lucas best afresh served as Controlling Vice President of Abundance & Trust Administration at Emprise Bank. She additionally spent 14 years with UMB Bank, area she served as a Senior Vice President and Administrator of Banking Planning. At UMB, she led efforts to authorize and abound the banking planning practice, ultimately arch a aggregation of six certified banking planners. Prior to UMB, Lucas captivated acknowledged roles as a commune sales administrator for US Bank, a banking adviser at Morgan Stanley, and a banking adviser with Merrill Lynch.

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“Mary has both the abilities and acquaintance to booty our banking planning convenance to the abutting level, and she understands the analytical role she plays in allowance audience advance their banking futures,” says Glenn Spencer, arch controlling administrator at Prime Capital Advance Advisors. “We consistently strive to allure the accomplished affection bodies to our firm, as this is the best way to ensure we accomplish our mission to affect bodies to accomplish their life’s ambitions. We’re accustomed that Mary has abutting the aggregation and attending advanced to all she can do for our audience and our associates.”

Lucas holds a Bachelor of Arts in Communications from the University of Arizona, has the Certified Trust and Banking Adviser (CTFA) designation, and holds Series 7, Series 24, Series 63, and Series 65 licenses.

Learn added about Prime Capital Advance Advisors at www.pciawealth.com.

About Prime Capital Advance AdvisorsPrime Capital Advance Advisors provides a client-centric aggregation access to full-service banking planning, including fee-based asset administration and abundance administration through its Prime Capital Abundance Administration brand. Through its Qualified Plan Advisors brand, the close additionally provides retirement plan advising services, as able-bodied as plan actor education. PCIA currently has 36 locations throughout the United States, with advance adviser assembly confined audience beyond the nation. Advising casework offered through Prime Capital Advance Advisors, LLC. (“PCIA”), a Registered Advance Adviser. PCIA accomplishing business as Qualified Plan Advisors (“QPA”) and Prime Capital Abundance Administration (“PCWM”). For added information, appointment www.pciawealth.com.

View antecedent adaptation on businesswire.com: https://www.businesswire.com/news/home/20220510005258/en/

Contacts

Hannah BlankFor: Prime Capital Advance AdvisorsPhone: 610-228-2075

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