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SANDY, Utah, Sept. 26, 2024 (GLOBE NEWSWIRE) — Mountain America Investment Services is pleased to announce the addition of Lucas Montes as the newest wealth advisor at its West Valley Branch. Originally from Argentina and a native Spanish speaker, Montes brings a wealth of experience and a unique bilingual capability that will enable him to serve a broader client base in the region.
Montes joins Mountain America Investment Services from Fidelity Investments, where he developed a strong track record of helping clients navigate complex financial landscapes. His fluency in both English and Spanish will be a significant asset to the West Valley branch, providing personalized wealth management services to the growing Hispanic community.
“We are thrilled to welcome Lucas to the team,” said Chad Waddoups, vice president of wealth management. “His expertise combined with his bilingual skills will allow us to enhance the level of service we offer to our diverse clientele. We believe his experience and dedication will make a great impact here.”
As a wealth advisor, Montes will offer clients guidance on retirement planning, investment strategies, and comprehensive financial planning, with a focus on building long-term relationships.
Montes attended Utah Valley University studying business administration and personal financial planning, graduating with his bachelor’s degree in 2018.
To learn more or set up a virtual or in-person meeting with Lucas, visit macu.com/lmontes. For more information about Mountain America Investment Services, visit macu.com/wealth.
About Mountain America Investment Services
Mountain America Investment Services provides comprehensive, long-term wealth planning services to help credit union members work toward their goals. We specialize in offering support for personal investments, tax strategies, retirement, and estate planning. We provide investment services through LPL Financial at locations across the Intermountain West. Our team of experienced wealth advisors are here to guide you along your journey.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer.* We serve independent financial professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide independent guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
*Based on total revenues, Financial Planning magazine June 1996-2021
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government
AgencyNot Credit Union
GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value
Contact:
[email protected]
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Publish date : 2024-09-26 10:50:00
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