Lucas Bourne
Dedicated Retirement Planner at Fidelity Investments
Based in Apex, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Apex
Industry
Financial Services
Company size
85K
Contact information
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l•••••••@fidelity.com
Phone
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Background
About Lucas Bourne
Lucas Bourne joined Fidelity in November of 2008 and has since gained an understanding of pensions, healthcare plans and all deferred compensation plans. On his journey to become a retirement planning specialist for a regional healthcare company he has been a team MVP eleven times, won fourteen sales competitions and the Pinnacle award for national achievement. Having acquired the CRPC he is now focused on building a series of Sigma Six designations and hopes to apply that to his future client development. He is a skilled communicator and leaves the driving force behind and organization he makes himself a part of.
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