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Profile
Mr. Lucas Prewett is Executive Vice President at ProVise Management Group LLC.
Mr. Prewett's business background includes seven years with Ford Motor Company’s Finance Staff, two years as the Financial Vice President of a publicly traded insurance company, three years as Chairman of the Board for a local Palm Harbor Savings and Loan, and three years as an Investment Executive with a major broker/dealer.
Mr. Prewett is a CERTIFIED FINANCIAL PLANNER professional with over 32 years of business and financial planning experience, and over 20 years of experience running his own financial planning practice.
He has a Masters in Business Administration from New York University’s Graduate School of Business Administration.
He holds a Series 7 FINRA General Securities Representative License; he is an Investment Adviser Representative, and a real estate broker.
Former positions of Lucas Prewett
| Companies | Position | End |
|---|---|---|
ProVise Management Group LLC
 ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Portfolio Manager-Equities | 2016-01-31 |
| FORD MOTOR COMPANY | Corporate Officer/Principal | - |
Training of Lucas Prewett
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
5
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Ford Motor Co.
 Ford Motor Co. Motor VehiclesConsumer Durables Manufactures and sells electric vehicles, trucks, service parts & accessories | Consumer Durables |
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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