Lucy joined Tonkinson Financial in September 2020 after several years in financial services. She grew up in Miami and graduated from Temple University in Sports and Recreation Management in 2008. Lucy is responsible for handling the firm’s operational and marketing duties. She has passed the FINRA SIE, Series 6. Series 7 exams and has a Financial Paraplanner Qualified Professional designation and a 2-15 Life, Health & Variable License. Currently, Lucy is studying for the Chartered Financial Consultant® designation.
Lucy is very involved in the community; she is the executive director of the Way Forward Foundation, an organization dedicated to enhancing the quality of life for those living with paralysis. She is also an active member for the Junior Orange Bowl working on integrating wheelchair athletics to their programing to be more inclusive, and member of the Junior League of Miami. She enjoys Scrabble word games, college football, and playing pickleball.