Bevin Lucas

Bevin Lucas

Client Relationship Specialist

“Clients love talking to Bevin. Her unique perspective and determination to get things done benefits all. I also appreciate that she explains Star Wars references to me when the sci-fi fanatics on our team get into deep conversations (or light saber battles)!” – Lisa –

Bevin loves collaborating with team members to bring positive change, enhancing productivity and client experience. “Moving into the world of wealth management was daunting at first, but the team members at Great Diamond have been amazingly informative and patient. It’s exciting to be a part of a workplace that puts individuals first – both clients and co-workers,” says Bevin.

  • Joining the team in 2022, Bevin quickly moved into an administrative role supporting clients with account openings, changes, transactions, and other needs. Her rapport with clients has strengthened relationships and reinforced established trust.

  • As part of her client service role, Bevin is also the lead and handles transactions for clients’ 529 college savings plans.

  • With years of management experience in the hospitality industry, Bevin has strong leadership, customer service, and conflict resolution skills. In her position at Holiday Inn by the Bay in Portland, she was a liaison to all departments, vendors, and guests, requiring great attention to detail.

 

Bevin grew up in the northwestern suburbs of Chicago and dreamed of experiencing a quintessential New England coastal town. She chose to attend Maine College of Art, fell in love with Portland, and now calls Maine home. Bevin is an advocate for protecting environmental elements critical to the treasured Maine way of life.

  • She is a supporter of Sebago Clean Waters and Friends of Casco Bay, who work to improve the health of coastal waters, reduce pollution, and increase climate resiliency. “Nature is the foundation for all beings’ health and wellness. We need to start there,” says Bevin.

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