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Lucas Marquez

Lucas J. Marquez
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.
The Knights Avenue Group of Truist Investment Services, Inc.

10331 W Colonial Dr

Ocoee, FL 34761-2958

Lucas.Marquez@Truist.com

Phone 407-393-2266

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About me

Background

Lucas Marquez is a Financial Advisor with Truist Investment Services, Inc., offering more than 20 years of experience in the financial services industry, specializing in investments, insurance, and retirement planning.

Lucas enjoys educating clients about investments and other aspects of financial planning. He strives for all of his clients to achieve financial confidence through a collaborative effort of identifying goals and plan implementation. He’s committed to a great client experience driven by communication, excellent service, and personalized investment guidance.

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

Lucas 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 23 years. As a native of Texas, he enjoys traveling back and attending Houston Astro’s games with his son. He also enjoys boating and spending spare time with family. As a board member of the Scott Coopersmith Stroke Awareness Foundation, he works hard to bring awareness to the impact of stroke in Central Florida.

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

Locations

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