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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
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
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