Christopher Luce

Christopher Luce

Founding Principal of Five Stones Wealth Management

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Phone: 469-579-4555
E-mail:
 

Prior to Founding Five Stones Wealth Management, Chris helped establish the Wachovia Investment Services Group in Texas and served on the Wealth Management Trust and Investment Advisory Services Board nationally during his four year tenure at Wachovia. His capacity included working as the investment strategist for many of the top bank clients and the senior executive teams. Additionally, Chris served as a Certified Financial Manager and Wealth Management Advisor for nine years at Merrill Lynch. During those nine years, along with a very successful private practice, Chris gained valuable experience serving as the Regional Financial Planning Specialist for Merrill Lynch. A major part of Chris’s position was responsibility for the planning strategies of more than 100 Financial Advisors and their clients.

Educational Background –

Chartered Advisor in Philanthropy (CAP) - The American College

Chartered Retirement Planning Counselor (CRPC) - current study - College for Financial Planning

University of Texas at Dallas, Economics and Finance

FINRA Securities Registrations & Insurance Licenses–

Series 7, 24, 31, 63, 65 held with LPL Financial and Group I Insurance.

 

Civic and Community Service –

University of Texas Dallas Advisory Board, Prestonwood Christian Academy, American Cancer Society, Cross International, Youth Football and Baseball Coach. Chris has been a resident of the Dallas area for almost 30 years. He and his wife Leslie have a daughter, Mackenzie, and a son, Jagger.

Please feel welcome to email Chris at cluce@fivestoneswm.com.