DALLAS (NOVEMBER 12, 2014)—LD Lowe Wealth Advisory is honored to announce that Molly McCarthy, Lead Wealth Advisor for the firm, has earned the Charted Financial Consultant designation – one of the highest standards of trust in the financial planning profession.
According to the American College of Financial Planning, the non-profit educational institution that offers the program, the Charted Financial Consultant (ChFC) course of study prepares financial planners to meet the advanced planning needs of individuals, professionals and small business owners. Through a series of nine courses that require more than 400 hours of study, ChFC candidates are prepared to operate with the highest integrity while holistically applying contemporary knowledge and practices to the areas of insurance, income taxation, retirement planning, investments and estate planning.
“Earning the ChFC designation is no small feat – it takes an exceptional level of dedication and a good deal of sacrifice to see it through,” said Lloyd Lowe Sr., founder and CEO of LD Lowe Wealth Advisory. “I have always been impressed with Molly’s commitment to furthering her education to better serve her clients. We are all very proud of her for this achievement – she is a shining example to the entire team at LD Lowe.”
Molly has been a member of the LD Lowe Wealth Advisory team for more than eight years. During her tenure, she has also earned the Registered Financial Consultant (RFC) and Certified Retirement Counselor (CRC) designations and is a Series 65 investment advisor and general lines life and health insurance agent.
As a lead wealth advisor for LD Lowe, Molly is responsible for providing the highest level of client service to individual and business clients, with a particular focus on the firm’s AT&T employee and retiree accounts.
“Because everyone’s situation is different, my goal is to craft a plan specific to the need,” said Molly. “Through my work to earn the ChFC designation, I have learned a great deal that will help me develop the right plan, at the right time, for each of my clients.”
In addition to the continuing education she currently completes each year for her RFC and CRC designations, Molly will complete an additional 30 hours of continuing education every two years to maintain her ChFC designation.