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P: 972.335.2523 | F: 972.335.6335 | email@example.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.
High-net-worth ($1MM+) financial plan design and implementation
Investment portfolio design and management
Estate and philanthropic planning
Bachelor of Arts, Business Management from LeTourneau University
MBA, Financial Planning from the University of Dallas
Registered Financial Consultant (RFC®)
NAIFA Life and Annuity Certified Professional (LACP)
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
P: 972.335.2523 | F: 972.335.6335 | firstname.lastname@example.org
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).
One-on-one meetings with clients
Tailoring investment plans to meet clients' needs
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
Chartered Financial Consultant (ChFC®)
Certified Retirement Counselor (CRC)
Series 65 (Investment Advisor)
General Lines Agent (life and health insurance)
National Association of Insurance and Financial Advisors (NAIFA)
Regular Supporter: Susan G. Komen, American Diabetes Association
P: 972.335.2523 | F: 972.335.6335 | email@example.com
Kelly has been with LD Lowe since 2007 and handles a variety of functions for the firm. In addition to helping clients maintain their retirement accounts, he is in charge of all electronic communication to clients and has become the company’s in-house IT expert.
Kelly is a graduate of Dallas Baptist University, where he obtained a bachelor's degree in interdisciplinary studies with a focus on sociology.
Outside of the office, Kelly enjoys time spent with his wife, Taylor, and their four children. He is an admitted movie buff and also enjoys his work in the student ministry at his local church and traveling.
Financial plan preparation
Bachelor of Arts degree in Interdisciplinary Studies from Dallas Baptist University
Group life and health license
Chartered Financial Consultant (ChFC®)
Member, Dallas Baptist University Alumni Association
Serves as the Minister to Youth at his local church
Supports MD Anderson Children's Hospital and Every Orphan's Hope
P: 972.335.2523 | F: 972.335.6335 | firstname.lastname@example.org
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.
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
Involved in her local church
Member of NAIFA (National Association of Insurance and Financial Advisors)
P: 972.335.2523 | F: 972.335.6335 | email@example.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.
Handles all client correspondence
Manages human resources
Handles all public relations for the firm
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
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
P: 972.335.2523 | F: 972.335.6335 | firstname.lastname@example.org
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).
Implements company marketing strategies
Coordinates company travel
Liaison for company sponsorships
Group 1 License
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