Lucas J. Marquez,
AIF®
Director
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
The Knights Avenue Group of Truist Investment Services, Inc.
Director
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
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.
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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
Financial planning
Risk management
Investment management
Estate planning
Philanthropy
Financial education
Investment planning
Locations
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Map
10331 W Colonial Dr,
Ocoee, FL 34761-2958
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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