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CODY LUMMUS

Business Development Officer 
Founding Partner

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Cody Lummus is the Co-Founder and Business Development Officer of Delos Private Client Group. With a passion for building relationship and helping others achieve their goals, Cody has built a career filled with rewarding, people-focused achievements.

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Cody earned his BBA in Finance from Texas Tech University, where he served as President of the Epsilon Delta chapter of Delta Tau Delta Fraternity. Joining in 2004, he was selected as one of only ten National Undergraduate Council members, and in 2007 was named National President of the Year. In that role, he mentored 150 members in their pursuit of academic excellence and community impact.

 

Before founding Delos Private Client Group, Cody advised corporate clients on all aspects of their 401(k) plans — from design evaluation and benchmarking to investment review and performance monitoring. At Wells Fargo Advisors, he advanced through multiple leadership positions, including Investment Officer and Associate Vice President, Investment Advisor.

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Deeply committed to his community, Cody actively volunteers and supports numerous civic and charitable boards, with a focus on children and homelessness causes. In 2006, the Lummus and Leonard families established Gayla’s Gala in memory of his sister, Gayla Lummus Leonard. The event has since raised over $1 million to provide vital programs and services to families navigating the challenges of pediatric organ transplantation.

Delos Private Client Group, LLC (“Delos PCG”) is an investment adviser registered with the U.S. Securities and Exchange Commission.  Registration with the SEC does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC.  Copies of Delos PCG’s Form ADV Part 2A, Form Part 2B, and Form CRS are available upon request or at the links at the bottom of this page.  Additional information about Delos PCG is also available on the SEC’s website at www.adviserinfo.sec.gov.  Delos PCG is an affiliate of First United Bank and Trust Company. 

 

This website is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security, nor does it constitute investment, legal, tax, or accounting advice. Nothing on this website should be construed as personalized investment advice; advice is provided only pursuant to a written agreement with Delos PCG.  All investing involves risk, including the possible loss of principal. Past performance is not indicative, and is no guarantee, of future results. Any strategies, market views, or opinions discussed are those of the author(s) as of the date indicated, are subject to change without notice, and should not be considered a recommendation to buy or sell any security.

 

Links to third-party websites and social media are provided for convenience only. Delos PCG does not endorse and is not responsible for the content, products, or services of any linked third-party site, and inclusion of a link does not imply affiliation. Communications through social media or other public channels are not secure and should not be used to transmit confidential or account information.

 

Not FDIC Insured | Not a Deposit | No Bank Guarantee | May Lose Value

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