Broker Check
Lucas Lawson, CLU

Lucas Lawson, CLU

Investment Advisor Representative

Lucas started working in the financial services industry in 2001 as an intern with the Dallas office of John Hancock. He then won the firm’s “Rookie of the Year” award in 2003 and soon began to transition his practice to more comprehensive planning. After a brief transition to working at Fidelity investments, Lucas was approached by his former mentor Michael Smith, who wanted to build a partnership between their two practices.

That partnership has allowed both practices to grow and Lucas consistently finishes among the top producers in the firm and is an MDRT and ACE qualifier. Lucas has been featured in ”Texas Monthly” magazine, making the list of FIVE STAR Wealth Managers in the Dallas/Fort Worth area for multiple years.

Lucas has been building up his own practice over the years by meeting with clients to gain an understanding of their unique situation and developing priorities. He then helps them formulate a roadmap by using his knowledge of financial principles and educating clients on the various strategies available to achieve their goals.

Lucas is committed to growing professionally and has earned his CLU designation, while continuing to work towards his certifications as a Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP). 

Raised in Fort Worth, Texas Lucas has not strayed far from his roots. He now lives with his family in Flower Mound. Lucas was the undergraduate President of the Sigma Chi Fraternity, and remains committed to his fraternity’s chosen charity – the Boys and Girls Club of America. He is active with both the Sigma Chi Alumni Association and UT-Arlington Alumni Association.

 

 Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Third party awards, 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 not are they representative of any one client's evaluation.