Principal and Partner @ (September 2008 - September 2018)
Consultant - Retirement Plans and Global Wealth Management @ (December 2005 - September 2008)
Retirement Plans and Asset Management - Officer @ (June 2003 - December 2005)
Lucas Barton Education
Southern Methodist University
Bachelor of Business Administration (B.B.A.) (Finance)
1999-2003
Lucas Barton Skills
Deferred Compensation
Education
Employee Benefits
Financial Wellness
Leadership
Mental performance
New Business Development
Non-Qualified Deferred Compensation
Retirement Plan Consulting
Lucas Barton Summary
Lucas Barton, based in Colleyville, TX, US, is currently a Partner and Managing Director at SageView Advisory Group. Lucas Barton brings experience from previous roles at Dulins Dodgers, Lockton Companies, Morgan Stanley and Amegy Bank. Lucas Barton holds a 1999 - 2003 Bachelor of Business Administration (B.B.A.) in Finance @ Southern Methodist University. With a robust skill set that includes Deferred Compensation, Education, Employee Benefits , Financial Wellness, Leadership and more. Lucas Barton has 1 emails on RocketReach.
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