LD Lowe Wealth Advisory is pleased to announce that Taylor Brewer has received a Certificate in Paraplanner Development (CPP) and the AMA PCM®-Digital Marketing designation. She was also recently promoted to the role of Director of Client Experience for the firm.
According to the American College of Financial Planning, the non-profit educational institution that offers the CPP program, the course is designed to teach the planning process and meet the practical needs of paraplanners. Paraplanners assist financial planners and financial advisors with tasks related to administering financial plans and reports.
During the year-long program, Taylor successfully studied topics related to developing financial plans, including insurance, employee benefits, income taxes, investments, retirement and estate planning basics, including Social Security and Medicare. In addition, she gained client relations skills and studied planning imperatives such as the time value of money, risk tolerance and asset allocation. As part of the program, she passed two examinations to receive her certificate.
According to the American Marketing Association, the organization that offers the digital marketing certification, those who earn the PCM-Digital Marketing designation have demonstrated a mastery of comprehensive skills and strategies for digital marketing. As part of the course, Taylor studied metrics and conversions, social media, email, UI and UX, online advertising, SEO and content marketing. She also successfully completed a rigorous exam and made a commitment to upholding the highest standards in the marketing field.
With her completion of the CPP and PCM-Digital Marketing certificates, Taylor’s responsibilities were expanded to include financial planning duties, under the direction of the senior planners of the firm. Because of her history in creating exceptional client experiences for the firm since she joined in 2003, she was also promoted to the newly-created role of Client Experience Director.
“Taylor has always demonstrated a willingness to expand her skills to better serve our clients,” said Lloyd D Lowe Sr, MBA, RFC®, LACP, Founder and CEO of LD Lowe Wealth Advisory. “She has worn a number of hats at our firm, and I am pleased that she can apply her exceptional knowledge of the financial planning industry to enhancing the experience of all of our clients.”
I’m fierce about providing a level of client service that is second-to-none,” said Taylor. “Like my teammates at LD Lowe, to achieve this I am committed to enhancing my knowledge and skills. I am grateful to work for an organization that is willing to invest in my learning.”
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.