Lu Wallace

Lu entered the Financial Services industry in October 2008 as a Client Service Coordinator.  As a Client Service Coordinator, 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.