Lucas Marquez

Lucas J. Marquez
Financial Advisor Truist Investment Services, Inc.

10331 W Colonial Dr,

Ocoee, FL 34761-2958

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About me

Background

Lucas Marquez is a Financial Advisor with Truist Investment Services, Inc., offering more than 17 years of experience in the financial services industry, specializing in investments, insurance, and retirement planning. 

Lucas advises clients on developing and implementing investment strategies to help them meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies while providing excellent customer service.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science Degree
University of Central Florida

Personal Interests

A native of Texas, Marquez earned his B.S. from the University of Central Florida. Lucas and his wife, Deanna, have two children and have lived in the Central Florida area for over 21 years. He enjoys boating, sports, and spending time with my family in his spare time.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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