Beverly Lucas
About Beverly Lucas
Beverly Lucas is a Personal Financial Analyst who specializes in assisting middle-income families with debt management and investment strategies. She works with clients across the U.S., Canada, and Puerto Rico and is part of a company known for its extensive sales force of licensed mutual fund representatives.
Work at Primerica
Beverly Lucas serves as a Personal Financial Analyst at Primerica. In this role, she focuses on assisting middle-income families with debt management and investment strategies. Her work is integral to the company's mission of providing financial education and services to families across North America.
Client Base and Geographic Reach
Beverly Lucas works with a diverse client base that spans the United States, Canada, and Puerto Rico. This extensive geographic reach allows her to address the unique financial needs of families in different regions, ensuring they receive tailored financial advice and support.
Company Contributions
Beverly is involved with a company recognized for having the largest sales force of licensed mutual fund representatives in North America. Her contributions support the company's operations, which include paying an average of $2.6 million in death claim benefits daily, highlighting the company's commitment to its clients.
Asset Management Team
Beverly is part of a team that manages nearly $25 billion in assets for securities clients. This significant responsibility underscores her role in the financial services industry and her commitment to helping clients achieve their financial goals through effective asset management.