Lucas Barton is the Managing Director of SageView’s Dallas Fort-Worth office and leader of the team focused on retirement program, employee benefit and investment consulting for plan sponsors and their participants. His team specializes in building retirement program and financial wellness solutions for plan sponsors and their participants that improve outcomes, minimize risk, meet fiduciary requirements, improve investments and lower plan costs.
Lucas has been named one of the Top Retirement Plan Advisers in the country by PLANSPONSOR Magazine from 2010-2018, a finalist for The Retirement Plan Adviser Team of the Year award, one of the Most Influential and Top 401(k) Advisers by The Financial Times and 401(k) Wire as well as one of America’s Top 401(k) Advisers by Forbes Magazine.
His experience extends to plan design, investment consulting, financial planning, fiduciary governance, compliance, fee benchmarking, merger and acquisition due diligence, and financial wellness programs that blend a human touch with smart technology.
Lucas began his career at Amegy Bank as an Analyst, focusing on fund attribution analysis, style analysis and benchmarking for corporate retirement plans. He then worked at Morgan Stanley as a retirement plan consultant for mid to large-size businesses. Most recently, Lucas was a Principal and Partner with Lockton Retirement Services, leading and developing the Dallas-based retirement plan advisory team. Lucas helped grow the Dallas team from fewer than $1 billion in assets under management to $12 billion in retirement plan assets.
A graduate of Southern Methodist University, Lucas received his Bachelor of Business Administration in Finance. He holds the Certified Financial Planner(CFP®) designation as well as FINRA Series 65 registration and Group 1 Insurance licenses.