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Providing Unmatched Client Service 

And a Commitment to Lifelong Learning

Meet the LD Lowe Wealth Advisory Team

Schedule Time to Meet With Us


Lloyd D. Lowe Sr., MBA, RFC®, LACP Photo
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Lloyd D. Lowe Sr., MBA, RFC®, LACP

Founder

Lloyd D. Lowe Sr., MBA, RFC®, LACP

Founder


P: 972.335.2523 | F: 972.335.6335 | lloyd@ldloweplan.com


Lloyd founded LD Lowe Wealth Advisory more than 25 years ago and since then has helped individuals meet their financial goals for retirement and also enjoy a lifestyle that fulfills their personal desires. Lloyd has a strong foundation in business that provides him with a practical understanding of the balance that must be maintained to achieve investment results and protect long-term financial wealth. His approach is built on a strong partnership with his clients, serving as a trusted advisor and friend. His commitment and integrity have earned his firm the recognition of many publications and organizations.

In addition to his years of education to earn his degrees, every year, Lloyd takes part in more than 40 hours of continuing education to maintain his Registered Financial Consultant certification. He is also an international public speaker and recently was inducted into the University of Dallas Gupta College of Business Hall of Fame. Lloyd oversees investment activities across all accounts managed at the firm, and his advisory practice is focused on clients with investable assets of $1 million or greater. Lloyd and his wife, Cinda, are very active in the community and love to travel and spend time with their family, including four grandchildren they love to spoil.

Service Specialties

  • Custom planning to assist divorcees
  • High-net-worth ($1MM+) financial plan design and implementation

  • Investment portfolio design and management

  • Estate and philanthropic planning

Education

  • Bachelor of Arts, Business Management from LeTourneau University

  • MBA, Financial Planning from the University of Dallas

Certifications

  • Registered Financial Consultant (RFC®)

  • NAIFA Life and Annuity Certified Professional (LACP)

Professional Affiliations and Civic Involvement

  • National Association of Financial & Insurance Advisors, Dallas Presidents Council

  • Member, International Association of Registered Financial Consultants

  • Member, Million Dollar Round Table, Top of the Table, Court of the Table

  • Member, Financial Planning Association

  • Sponsor of Community NETwork, HACEMOS, AT&T Pioneers and Women of AT&T

  • Regular supporter of CASA of Collin County

Molly McCarthy, ChFC®, RFC®, CRC®, LACP  Photo
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Molly McCarthy, ChFC®, RFC®, CRC®, LACP

Chief Financial Officer

Molly McCarthy, ChFC®, RFC®, CRC®, LACP

Chief Financial Officer


P: 972.335.2523 | F: 972.335.6335 | molly@ldloweplan.com


Molly is Chief Investment Officer at LD Lowe Wealth Advisory. She has more than 14 years of experience in the industry. Working one-on-one with clients, Molly can craft an investment plan suited to each client’s individual needs and goals. She handles customer service, planning and preparation for client meetings.

In addition to her years of higher education, every year, Molly takes part in more than 40 hours of continuing education to maintain her certifications and licenses. Molly earned her bachelor's degree in business and public relations from Monmouth College, and while an undergraduate was selected as one of only five students in her major to attend the ESGCI School of Business in Paris, France. She went on to earn her master's degree from Texas Wesleyan University and strives to continue learning on a regular basis. 

Outside of the office, Molly and her architect husband, Justin, enjoy traveling, spending time with their two children and their families (including their dog, Wrigley).

Service Specialties

  • One-on-one meetings with clients

  • Tailoring investment plans to meet clients' needs

Education

  • Bachelor’s degree in Business and Public Relations from Monmouth College, Monmouth, Ill.

  • ESGCI School of Business Paris, France

  • Master's degree from Texas Wesleyan University

Certifications

  • Chartered Financial Consultant (ChFC®)

  • NAIFA Life and Annuity Certified Professional (LACP)

  • Registered Financial Consultant (RFC®)

  • Certified Retirement Counselor (CRC)

  • Series 65 (Investment Advisor)

  • General Lines Agent (life and health insurance)

Professional Affiliations and Civic Involvement

  • National Association of Insurance and Financial Advisors (NAIFA)

  • Regular Supporter: Susan G. Komen, American Diabetes Association

Lauren Chastant, IACCP®  Photo
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Lauren Chastant, IACCP®

Chief Compliance Officer

Lauren Chastant, IACCP®

Chief Compliance Officer


P: 972.335.2523 | F: 972.335.6335 | lauren@ldloweplan.com


Lauren began working for LD Lowe in November 2013. As Chief Compliance Officer, she is responsible for overseeing and managing regulatory compliance within the firm, as well as a range of client relations and communications, including plan maintenance. She serves as the liaison between LD Lowe Wealth Advisory and its custodial firm.

Lauren is a graduate of the University of Texas at Arlington, where she earned a bachelor’s degree in psychology with a minor in English.

When Lauren is not working, she can usually be found spending time outside with her husband, Josh, their three children and the family dogs, Max and Ozzie. In addition, Lauren enjoys curling up with a good book, getting together with her friends and extended family and cooking new foods.

Service Specialities

  • Retirement planning

  • Insurance placement

  • Client service

  • Compliance

Education

  • Bachelor of Arts degree in Psychology from the University of Texas at Arlington

  • Holds Investment Adviser Certified Compliance Professional (IACCP®) designation

  • Holds a Certification in Paraplanner Development (CPP)

  • Holds Life, Accident and Health Insurance License in the state of Texas

Professional Affiliations and Civic Involvement

  • Involved in her local church

  • Member of NAIFA (National Association of Insurance and Financial Advisors)

Taylor Brewer, PCM®  Photo
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Taylor Brewer, PCM®

Chief Operations Officer

Taylor Brewer, PCM®

Chief Operations Officer


P: 972.335.2523 | F: 972.335.6335 | taylor@ldloweplan.com


Taylor has been part of the LD Lowe Wealth Advisory team since 2003. In addition to managing the firm’s marketing needs, Taylor manages human resources and accounting for the firm, as well as special events. Taylor’s background in business and customer service provides her with indispensable experience in understanding and anticipating client needs.

In her free time, Taylor enjoys relaxing with her husband and their four children. She is an active volunteer in her local church and enjoys traveling. She is also a strong advocate for orphans, and she volunteers for organizations that specialize in educating and providing for orphans.

Service Specialties

  • Handles all client correspondence

  • Manages human resources

  • Handles all public relations for the firm

Education

  • Holds the PCM® Digital Marketing Designation from the American Marketing Association

  • Currently pursuing her CDFA, Certified Divorce Financial Advisor

  • Bachelor of Science from Dallas Baptist University

Professional Affiliations and Civic Involvement

  • Involved in her local church

  • Supports several ministries which provide for orphans, including Every Orphan’s Hope

  • Member of Dallas Baptist University Alumni Association and Women’s Auxiliary Board

  • Holds Life and Health Insurance Licenses

Cinda Lowe, RFC®, LACP  Photo
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Cinda Lowe, RFC®, LACP

Director of Corporate Development

Cinda Lowe, RFC®, LACP

Director of Corporate Development


P: 972.335.2523 | F: 972.335.6335 | cinda@ldloweplan.com


Cinda has more than 15 years of experience in the financial industry, coupled with nearly 20 years of customer service experience and marketing expertise. She assists LD Lowe’s clients in the placement of life, disability and business owner equity insurance and is instrumental in staff training and event planning.

In addition to her time in the industry, Cinda takes part in more than 40 hours of continuing education annually to keep her license active.

Outside of work, Cinda enjoys traveling with her husband, Lloyd, and spending time with her two grown children and her four grandchildren, as well as her four furry children (three dogs and one cat).

Service Specialties

  • Implements company marketing strategies

  • Coordinates company travel

  • Liaison for company sponsorships

Certifications

  • Group 1 License

  • Registered Financial Consultant (RFC®)

  • NAIFA Life and Annuity Certified Professional (LACP)

Professional Affiliations and Civic Involvement

  • International Association of Registered Financial Consultants (IARFC)

  • National Association of Insurance and Financial Advisors (Member)

  • Liaison for fundraising events with Community Network, HACEMOS, AT&T Pioneers and The Women of AT&T

  • A supporter of Young Life, St. Jude’s and CASA of Collin and Dallas Counties