Lowell Wealth Management
Address: 4021 84th St, Lubbock, TX 79423 Phone: (806) 747-2644: : : Place name: : Category: : Website: : Hours: Website: http://lowellwealthmanagement.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lowell Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Lowell Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lowell Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lowell Wealth Management Employees
LEAP Property Management July 2015 - Present
Lowell Wealth Management May 2014 - March 2015
Volunteer Income Tax Assistance (VITA) January 2014 - May 2014
Skills
Morningstar Office, Money Guide Pro, Microsoft Office, Financial Management..., Retirement Planning, Financial Risk..., Financial Services, Income Tax, Strategic Financial..., Time Management, Leadership, Public Speaking, Customer Service
Education
Texas Tech University 2009 — 2014
Bachelor's Degree, Personal Financial Planning
Fidelity Investments February 2015 - Present
Fidelity Investments July 2014 - February 2015
Fidelity Investments February 2013 - July 2014
Lowell Wealth Management August 2012 - December 2012
Body Works Family Sports Center January 2010 - August 2012
Life Time Fitness June 2007 - August 2008
Skills
Financial Coaching, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Manage Client..., Series 7, Social Networking, Investments, Strategic Financial...
Education
Texas Tech University 2008 — 2012
Bachelor of Science (B.S.), Personal Financial Planning
Cigna May 2015 - Present
PartnersInWealth, Inc. September 2012 - August 2014
Lowell Wealth Management March 2010 - July 2010
BBVA Wealth Solutions May 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Goal Oriented, Team Management, Marketing Communications, Process Improvement, Supply Chain..., Ability to lead and..., Ability to learn and..., Excellent technical..., Worldox, Junxure, Simul8, Naviplan, Investment Management, Analytical Skills, Multi-task & Handle..., Client Services, Personal Financial...
Education
University of St. Thomas 2010 — 2012
MBA, Finance, 3.67
Texas Tech University 2005 — 2009
B.S, Personal Financial Planning
Lowell Wealth Management May 2007 - Present
Skills
Investments, Retirement Planning, Strategic Financial..., Estate Planning, Business Continuity..., Wealth Management, Insurance, Mutual Funds, Finance, Financial Planners, Wealth, Asset Allocation, Personal Financial..., Asset Management
Education
Texas Tech University 2001 — 2007
BS, Personal Financial Planning
Texas Tech University - Rawls College of Business 2001 — 2007
BS, Personal Financial Planning
USAA June 2015 - August 2015
Lowell Wealth Management June 2014 - April 2015
Wells Fargo August 2013 - May 2014
Skills
Management, Project Management, Banking, Microsoft Office, Leadership, Microsoft Excel, Customer Service
Education
Texas Tech University
Personal Financial Planning
Tolleson Wealth Management May 2013 - Present
Robertson, Griege & Thoele May 2012 - May 2013
Lowell Wealth Management September 2011 - May 2012
Lee Financial Corp May 2011 - August 2011
USAA June 2010 - August 2010
Skills
Strategic Financial..., Asset Management, Retirement Planning, Wealth Management, Portfolio Management, Financial Planning, Financial Analysis, Estate Planning, Family Office Services, Insurance Planning, Risk Management, Microsoft Office, Morningstar, Various Financial..., Analysis, Investments, Customer Relations, Customer Service, Insurance, Budgeting, Strategic Planning, Research, Excel, Word, PowerPoint
Education
Texas Tech University 2008 — 2011
Bachelor of Science Cum Laude, Personal Financial Planning
New Mexico Junior College 2005 — 2006
Associate's Degree, Arts
Mike Mills Wealth Management September 2012 - Present
Financial Planning Association 2012 - 2014
Mr. Credit Solutions July 2012 - August 2012
BBVA Compass January 2012 - July 2012
Texas Wings October 2005 - November 2011
True North Advisors June 2011 - August 2011
Lowell Wealth Management December 2010 - May 2011
Texas Tech University May 2010 - May 2011
Red to Black May 2010 - May 2011
Physical Therapy Today June 2006 - March 2007
Skills
Management, Public Speaking, Estate Planning, Customer Service, Microsoft Office, Strategic Financial..., Microsoft Excel, PowerPoint, Research, Budget, Microsoft Word, Strategic Planning
Education
Texas Tech University 2009 — 2011
MS, Personal Financial Planning
Texas Tech University 2003 — 2011
Masters of Science, Personal Financial Planning
Texas Tech University 2003 — 2008
BS, Psychology
Texas Tech University 2003 — 2008
Bachelor of Science, Psychology
Lowell Wealth Management March 2009 - Present
Education
Texas Tech University 2007 — 2009
BS, Personal Financial Planning
Lowell Wealth Management November 2014 - Present
ELEMETAL, LLC June 2012 - August 2014
Skills
Finance, Financial Analysis, Asset Management, Wealth Management, Investments, Alternative Investments, Precious Metals, Refining, Smelting, Commodity Markets, Asset Allocation, Wealth, Mutual Funds, Business Development, Sales, Operations Management, Personal Financial..., Strategic Financial..., Microsoft Office, Microsoft Excel, Financial Advisory, Customer Service, Morningstar, Financial Planners, Business Valuation, Retirement Planning, REIT, Private Placements, Investment Strategies, Management, Financial Planning, Leadership, Microsoft Word, Portfolio Management, Insurance, Retirement, Estate Planning
Education
Texas Tech University
Bachelor's Degree, Personal Financial Planning
USAA September 2013 - Present
State Farm April 2013 - September 2013
USAA November 2012 - March 2013
USAA December 2010 - November 2012
Lowell Wealth Management August 2009 - August 2010
Skills
Customer Service, Personal Financial..., Property & Casualty..., Computer Proficiency, Proficient Typing Skills, High Organizational..., Sales, Highly detail oriented, Oral & Written..., Series 7, Series 63, Brokerage, Investment Advisory, Multi Tasking, Cold Calling, Call Centers, Underwriting, Mutual Funds, Retirement Planning, Retirement, Financial Planners, Securities, Financial Advisory, Investment Strategies, Asset Allocation, Insurance, Life Insurance
Education
Texas Tech University 2008 — 2010
Master of Science (M.S.), Personal Financial Planning, 3.2
Angelo State University 2003 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.0