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Chris Luce is Managing Director of the Dallas Family Office Association, an organization that provides information, opportunities and investment resources to substantial families, individuals and the top advisors who serve them in the Dallas area.
Chris has over 25 years of experience within the Financial and Investment Service Industry focusing on strategic advisory and wealth management. Serving as a Managing Director with Entoro Securities since 2017, he has been one of the senior partners integral to helping Entoro grow into one of the most innovative, sought after and exclusive boutique investment banking and broker-dealer partners both in the U.S. and internationally.
Chris is also the founding partner of Luce Financial Partners (2017) and Five Stones Wealth Management (2008). Prior to a very successful private practice, he was the lead advisor establishing the Wachovia Investment Services Group in Texas and served on the Wealth Management Trust and Investment Advisory Services Board nationally during his four-year tenure. Working as the lead investment strategist with the premier ultra-high net worth clients, endowments, and senior executive teams, he helped create one of the fastest growing offices nationally.
Additionally, his background as a Chartered Advisor in Philanthropy, including serving as an instructor through the American College, he helped place numerous and significant philanthropic strategies and financial commitments. Prior to being persued to lead the establishment of Wachovia Securities in Texas, and it's very first hire, he served as a Certified Financial Manager and Wealth Management Advisor for nine years at Merrill Lynch. He realized tremendous success for his clients amassing a significant book of business that was consistently recognized as a top producer and client favorite. Further, his early experience with Merrill Lynch provided valuable client and advisor insight serving as the Texas Regional Financial Planning Specialist where he was again recognized nationally as a top client advocate.
Specialties: Series 7, 24, 31, 63, 65, Group I Insurance licenses; Chartered Advisor in Philanthropy (CAP)