![Lucas Prewett](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. Lucas Prewett is Executive Vice President at ProVise Management Group LLC.
Mr. Prewett's business background includes seven years with Ford Motor Company’s Finance Staff, two years as the Financial Vice President of a publicly traded insurance company, three years as Chairman of the Board for a local Palm Harbor Savings and Loan, and three years as an Investment Executive with a major broker/dealer.
Mr. Prewett is a CERTIFIED FINANCIAL PLANNER professional with over 32 years of business and financial planning experience, and over 20 years of experience running his own financial planning practice.
He has a Masters in Business Administration from New York University’s Graduate School of Business Administration.
He holds a Series 7 FINRA General Securities Representative License; he is an Investment Adviser Representative, and a real estate broker.
Precedenti posizioni note di Lucas Prewett
| Società | Posizione | Fine |
|---|---|---|
ProVise Management Group LLC
 ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Gestore di Portafoglio-Azioni | 01/02/2016 |
| FORD MOTOR COMPANY | Corporate Officer/Principal | - |
Formazione di Lucas Prewett
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
6
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Ford Motor Co.
 Ford Motor Co. Motor VehiclesConsumer Durables Manufactures and sells electric vehicles, trucks, service parts & accessories | Consumer Durables |
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
