DALLAS (September 21, 2017)—LD Lowe Wealth Advisory is pleased to announce that David Erkel has joined the company as a paraplanner.
In this role, David is responsible for helping clients navigate the myriad of available financial planning and investment options that include retirement, college savings, life insurance, tax and legacy planning.
“David’s core beliefs support his commitment to providing personalized financial planning solutions to valued clients,” said Lloyd D Lowe Sr, MBA, RFC®, LACP, chief investment advisor. “We welcome David to our team.”
David’s background includes years in financial advisor roles with Allstate Financial Services, ViewPoint Financial Group, Kemple Capital and Raymond James Financial Services.
About LD Lowe Wealth Advisory
LD Lowe Wealth Advisory serves the greater Dallas-Fort Worth area and has been partnering with clients to help fulfill their dreams for more than 20 years. For more information, please visit www.ldloweplan.com. LD Lowe Wealth Advisory is a SEC Registered Investment Advisor. Registration does not imply any certain level of skill or training. LD Lowe encourages investors to review the training, tenure and track record of a potential advisor.