Abacus Planning Group welcomes Lucy James to its Client Service Team

Abacus Planning Group welcomes Lucy James to its team as a Client Service Administrator. As a Client Service Administrator, Mrs. James supports the firm’s clients in performing back-office operations. She has over 15 years of experience in financial services and a passion for helping people achieve their financial goals.

Mrs. James holds a B.A. in Psychology from Converse College. She is a native of Sumter, SC and lives on a family farm near Columbia, SC.

Abacus is a financial advisory and investment counsel firm focused on serving families with shared assets from businesses to commercial real estate to oil and gas holdings. Managing over $1.7 billion on behalf of its 250-plus families, Abacus consists of a team of multi-disciplinary experts who work collaboratively to serve its clients.

Visit Abacus’s website: www.abacusplanninggroup.com.