Advisors at this firm
Mark W
CFP®, ChFC®, Series 63, Series 65
Austin, TX
Lucien Stirling & Gray Advisory Group Inc
Mark Ward is a CFP® and ChFC® with 25 years of industry experience, currently serving at Lucien, Stirling & Gray Advisory Group Inc since 2002. He previously worked at Lucien, Stirling & Gray Financial Corporation from 1999 to 2017. Outside of his advisory role, he is the owner and president of A-WARD ASSETS, LLC, a business involved in managing residential real estate properties. Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs mutual-fund-based asset allocation models with a buy-and-hold strategy and manages approximately $130.9 million in client assets.
Christopher V
Series 63, Series 65
Austin, TX
Lucien Stirling & Gray Advisory Group Inc
Christopher Vasquez is a financial advisor at Lucien Stirling & Gray Advisory Group Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Vasquez has been with Lucien Stirling & Gray since 2014. Lucien Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses mutual-fund-based asset allocation models with a buy-and-hold strategy and manages approximately $130.9 million in client assets.
Thomas T
Series 63, Series 65
Austin, TX
Lucien Stirling & Gray Advisory Group Inc
Thomas Twombly is a financial advisor at Lucien, Stirling & Gray Advisory Group Inc with 41 years of industry experience. He has been with the firm since 1993, having worked with both Lucien, Stirling & Gray Advisory Group, Inc. and its predecessor entity, Lucien, Stirling & Gray Financial Corporation. He holds Series 63 and Series 65 licenses. Lucien, Stirling & Gray Advisory Group Inc provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes mutual-fund-based asset allocation models with a buy-and-hold strategy overseen by an internal Investment Policy Committee, managing approximately $130.9 million in client assets.
