Executive Wealth Manager
As an Executive Wealth Manager, Lucy works directly with clients daily. She also serves as a member of the firm’s investment committee. Lucy has spent over 25 years in the financial services industry and is recognized as a FIVE STAR WEALTH MANAGER by Philadelphia Magazine (12/2023 for the period 2/2023-8/2023. Sage does not pay a fee to be considered for, awarded, or the use of the Five Star designation). Click here for important disclosure information about the Five Star program. Prior to joining Sage, Lucy was Vice President, Financial Advisor for CoreStates Capital Advisors in Newtown and for Wachovia Wealth Management and predecessor banks. She currently serves on the Distribution Committee of the Bucks County Foundation. Lucy is past chairperson of the Women in Business committee of the Central Bucks Chamber of Commerce and past board member of the Bucks County Children’s Museum.
Lucy earned her B.A. with university and departmental honors and M.P.A. degrees from Lehigh University, including a Junior Year Abroad at the London School of Economics. She is a classically trained singer and cantors at Our Lady of Guadalupe Church in Buckingham.
What inspires you about your job?
I feel like Superwoman when I earn “trusted advisor” status with my clients. I also particularly enjoy teaching women about investing and financial health.
What particular qualities do you have that contribute to the Sage team and the client experience?
I bring compassion, empathy, and persistence to my work.
