SageView Opens Dallas Fort-Worth Office
IRVINE, CA, October 5, 2018 -- SageView Advisory Group, one of the leading independent retirement plan advisory firms in the nation, announced today the opening of its Dallas Fort-Worth office with Lucas Barton, CFP® as Managing Director.
Lucas specializes in building retirement solutions that improve outcomes, minimize risk and meet fiduciary requirements. He will focus on expanding SageView's footprint in the Southwest.
He began his career at Amegy Bank as an Analyst, and then went on to work for Morgan Stanley as a retirement plan consultant for mid to large-size businesses. Most recently, Lucas was a Principal and Partner with Lockton Retirement Services, leading and developing the Dallas-based retirement plan advisory team.
Lucas has been recognized as one of the Top Retirement Plan Advisers in the country by PLANSPONSOR Magazine from 2010-2018, a finalist for the Retirement Plan Adviser Team of the Year award, one of the Most Influential and Top 401k Advisers by the Financial Times and 401k Wire, as well as one of America's Top 401k Advisers by Forbes Magazine.
He graduated from Southern Methodist University with a Bachelor of Business Administration in Finance and holds the Certified Financial Planner (CFP®) designation.
"SageView offers the best combination of national resources and smart technology to deliver better retirement outcomes," said Lucas. "The SageView commitment to financial wellness is lightyears ahead of the competition and I am excited about helping my clients and their participants prepare for retirement in a more meaningful way."
Randy Long, Founder and CEO of SageView, commented, "Lucas has a wealth of experience and keen understanding of plan design, investment consulting and fiduciary governance. We are thrilled he has joined the SageView team. Opening our 24th office in Dallas will allow us to provide the local presence SageView prides itself on to a broader market as we look to the future and prepare for the continued growth of our retirement program and financial wellness offerings."
About SageView Advisory Group
SageView Advisory Group is an SEC Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401k, 403b, 457, defined benefit and deferred compensation plans, with over $88 billion in assets under management. SageView is headquartered in Irvine, California with 24 offices nationwide. SageView Advisory Group, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place.
For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.
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