Broker Check
Lu Wallace

Lu Wallace

Client Wealth Manager

Lu entered the Financial Services industry in October 2008 as a Client Wealth Manager.  As a Client Wealth Manager Lu provides extensive administrative support to our Financial Advisors and provides optimal customer service to our clients.  Her former professional background included tourism, marketing, and real estate management with an emphasis on property and residential management.  She is a former ARM (Accredited Residential Manager) and held this designation for five years. She graduated from Auburn University Montgomery with a Bachelor’s Degree in Liberal Arts.