Client Services & Financial Planning Manager
Lucy graduated from Clemson University with a BA in Economics. After graduation, she worked for C&S National Bank (Bank of America) for 8 years. She was an Assistant Vice President and held positions as a Commercial Lending Officer and then as an Assistant Product Manager of Electronic Banking in the Corporate Cash Management department. Lucy has been working for our company since 1996. She has her FINRA Series 7 and 66 licenses. Lucy's primary responsibilities include client service & support, as well as assisting with financial planning and reporting.
Lucy enjoys sewing, crafting & traveling! She is an avid college football fan. As a 3rd generation Clemson Tiger, she bleeds orange. She has 2 daughters – her oldest is a GT Yellow Jacket (Lucy’s other favorite team) and her younger daughter continued the Clemson tradition. She is blessed to have 2 grandchildren who live nearby.