Taylor  Lucas

Taylor Lucas

Associate Wealth Advisor

Taylor joined Palmetto Investment Consultants in April 2020 and is a 2010 graduate of Clemson University where she majored in Finance and double minored in Accounting and Financial Management.  Prior to joining Palmetto Investment Consultants, Taylor spent 9 years in the financial services industry with Carroll Financial in Charlotte, NC., where she obtained her Series 7 & Series 66 securities licenses.  Her Series 7 is now held with LPL Financial and her Series 66 is held with LPL Financial and Independent Advisor Alliance. Taylor is responsible for operational, service, and trade related matters for our clients.  Taylor and her husband, Brian, are both originally from Rock Hill, SC but now live with their daughters, Grayson and Collins, in Fort Mill, SC.  

 

Contact:

Phone: 803-909-7000

Email: tlucas@picadvisors.com