Lucia Capital Group Appoints Derek Bruton CEO; Announces Robust Growth Plans For Family Of Companies Spanning Wealth Advice, Asset Management, And Investment Distribution
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Mr. Bruton's appointment is a centerpiece of the Firm's next chapter of strategic growth, which is focused on aggressive expansion plans across multiple business lines. In particular,
Ray Lucia Jr., Chairman of Lucia Capital Group, said, "Derek represents a bold new generation of leadership for this company, which has always been about providing advisors and the clients they serve with an innovative, creative, and seamless set of strategies. He has a proven track record of growing companies of all sizes in our industry, and he possesses a vast array of knowledge across a number of areas crucial to our future plans, including acquisitions, business integration, and advisor relations. There's no question that Derek will be a pivotal asset to our firm, and I am delighted to welcome him to our team."
In his new role, Mr. Bruton will oversee Lucia's ecosystem of businesses, with an emphasis on addressing the needs of the Firm's advisors and end clients. He will also play a key role in executing the Firm's strategic vision for the future along with other members of the Lucia Capital Group executive team, including Ray Lucia Jr. and Joe P. Lucia.
Growth plans include attracting new W-2 employee advisors to Lucia's Registered Investment Advisor firm; engaging in strategic "roll up" acquisitions of advisor teams that can be added to the Firm's Registered Investment Advisor, including through succession planning solutions for independent advisor teams; pursuing client-focused product origination opportunities; developing a wider following among independent advisors for the Firm's proprietary Bucket Strategy Advisor Network practice management platform; and providing the educational training and portfolio management tools for advisors to grow existing client relationships. These expansion plans are based on the Firm's current growth trajectory and aims to further establish Lucia Capital Group as an emerging and innovative leader within the financial services industry.
Derek Bruton, CEO of Lucia Capital Group, said, "Having started my career in the industry as a financial advisor nearly a quarter of a century ago, I have a passion for helping investors realize their hopes and dreams. I have had the very good fortune to work with the best and brightest minds in the business, including some of the most talented Registered Investment Advisors, financial advisors, and asset management firm executives in the space. Now it's time to harness what I have learned and return to my roots with this new role at Lucia Capital Group. I'm excited to begin the next stage of my career with a firm that is not only well positioned to capitalize on some of the biggest trends in the industry but nimble enough to allow me the opportunity to execute its strategic vision. I'm honored to team with Ray Jr., Joe, and the rest of the team at Lucia Capital Group. Together, I believe we will be building something that changes the face of the financial services industry."
About Lucia Capital Group
Headquartered in
As of
Media Contacts:
206 420 3851 or 206 420 1525
[email protected] or [email protected]
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