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).
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®)
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)
National Association of Insurance and Financial Advisors (NAIFA)
Regular Supporter: Susan G. Komen, American Diabetes Association
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.
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
Myranda is our Lead Cashier and has been part of the LD Lowe Wealth Advisory team since 2020. With over nine years of customer service experience, she understands the importance of tailoring every interaction with our clients. Myranda manages our client’s money movements and account maintenance as Lead Cashier.
Myranda enjoys traveling and finding new places to eat around town outside of work. She loves visiting her younger sister, who lives and teaches in Boston, and weekend drives to see her parents. And, of course, spending time with her spoiled-rotten fur kids, Cooper and Meeka.
Brenda joined LD Lowe in 2021 and is currently our Tax Professional and Paraplanner. She gathers and reviews clients' financial records and prepares client documents to meet their goals and needs. As our Tax Professional, Brenda holds meetings with clients to discuss their current tax situation and strategize a plan to assist them. Brenda is a consultant for business clients in their bookkeeping needs and tax planning. She also offers IRS tax relief with liabilities or notices.
Brenda earned her Bachelor of Arts in Accounting from Hope College and continued her education by becoming an Enrolled Agent.
Brenda enjoys visiting her family in Houston, Texas. She enjoys nature and walking with her dog Penelope, travels the world, and enjoys the occasional beach day.
Ashley is the Director of First Impressions at LD Lowe Wealth Advisory. She creates a first-class client experience and has more than 16 years of exceptional interpersonal skills and the ability to build strong relationships with internal and external stakeholders. She is a highly organized problem solver and analytical thinker with a keen eye for accuracy.
In addition to her education, Ashley has written for the Malibu Times, coordinated media placement and press releases, and hosted promotional events. Ashley earned her Bachelor of Science in Advertising and Public Relations, minoring in Sociology from Texas Christian University in Fort Worth, TX.
Outside the office, Ashley and her architect husband, JJ, enjoy bourbon and whiskey, traveling, and spending time with their daughter Olivia and dog Tia Maria Tortilla.
As an Administrative Assistant, Amanda works alongside Myranda to process distribution requests and account updates. She also partners with Brenda as a part of the tax team during tax season to assist with gathering and scanning documents, inputting data, and sending out important reminders to our clients. Amanda is focused on assisting with estate planning meetings, preparing for client meetings, and reviewing the action items needed post-meeting. Amanda always aims to work with the rest of the LD Lowe team on any other tasks and provide world-class service to our clients.
Amanda is currently working on her associate degree in science. She already has her first and second year under her belt. She is currently enrolled in Collin County College to cross the finish line.
Amanda has a Great Danoodle named Marlow Mae. She has a strong relationship with her siblings and parents.
Service Specialties
Education
Certifications
Professional Affiliations and Civic Involvement