Lowell Wealth Management

Description

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

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Lowell Wealth Management Employees

Employee
Years
Job
Industry
Grant Nichols Grant Nichols Dallas, Texas Details
Grant Nichols's Lowell Wealth Management Experience May 2014 - March 2015
Job LEAP Property Management
Industry Real Estate
Experience
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

Alexandra Shepherd Alexandra Shepherd Dallas/Fort Worth Area Details
Alexandra Shepherd's Lowell Wealth Management Experience August 2012 - December 2012
Job Relationship Manager
Industry Financial Services
Experience
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

Christie (Currens) Turner, MBA Christie (Currens) Turner, MBA Houston, Texas Area Details
Christie (Currens) Turner, MBA's Lowell Wealth Management Experience March 2010 - July 2010
Job Client Account Support Associate at Cigna
Industry Financial Services
Experience
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

Morgan, Garrett Morgan, Garrett Lubbock, Texas Area Details
Morgan, Garrett's Lowell Wealth Management Experience May 2007 - Present
Job Financial Planner at Lowell Wealth Management
Industry Financial Services
Experience
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

Sam Shreve Sam Shreve San Antonio, Texas Details
Sam Shreve's Lowell Wealth Management Experience June 2014 - April 2015
Job Senior Personal Financial Planning student at Texas Tech University
Industry Financial Services
Experience
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

Caleb Brian, CFP® Caleb Brian, CFP® Dallas/Fort Worth Area Details
Caleb Brian, CFP®'s Lowell Wealth Management Experience September 2011 - May 2012
Job Analyst at Tolleson Wealth Management, High Net Worth, Fee Only, Multi Family Office, Dallas
Industry Financial Services
Experience
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

Carrie Stevenson Carrie Stevenson Dallas/Fort Worth Area Details
Carrie Stevenson's Lowell Wealth Management Experience December 2010 - May 2011
Job Associate Financial Planner at Mike Mills Wealth Management
Industry Financial Services
Experience
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

Susan Brashear Susan Brashear Lubbock, Texas Area Details
Susan Brashear's Lowell Wealth Management Experience March 2009 - Present
Job Lowell Wealth Management
Industry Financial Services
Experience
Lowell Wealth Management   March 2009 - Present

Education
Texas Tech University   2007 — 2009
BS, Personal Financial Planning

Nelson Matzen Nelson Matzen Dallas/Fort Worth Area Details
Nelson Matzen's Lowell Wealth Management Experience November 2014 - Present
Job Financial Planner at Lowell Wealth Management
Industry Financial Services
Experience
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

Ricardo Padron Jr Ricardo Padron Jr San Antonio, Texas Area Details
Ricardo Padron Jr's Lowell Wealth Management Experience August 2009 - August 2010
Job Investment Specialist
Industry Financial Services
Experience
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