LD Lowe Sr.

Owner and Founder

 

Lloyd Lowe is an alumnus of Le Tourneau University, where he earned his Bachelors Degree in Business Management. Later, Mr. Lowe graduated from the University of Dallas, earning a Masters Degree in Financial Services, with a concentration in Estate Planning.

In addition to his financial expertise and strong educational background, Mr. Lowe has an impressive background in business. This has helped provide him with a practical understanding of the balance that must be achieved in order to attain both short-term results and long-term financial health.

 

Mr. Lowe has numerous professional licenses, certifications and accomplishments including:

• Certified Senior Advisor
• Registered Financial Consultant
• MBA
• Slott IRA Trained Advisor and Member
• Owner and Founder of LD Lowe Sr. Financial Advisory
• Published Financial Author

 

Ethan Bonar

Senior Partner

 

Ethan Bonar is a graduate of the University of Arkansas, with a degree in Business Administration and a Major in Financial Management.

Mr. Bonar’s background includes experience with Securities America (one of the largest independent financial planning broker-dealers in the nation) and with Morgan Stanley Dean Witter. He enjoys being an independent planner because it allows him to "do what is best for my clients."

 

Mr. Bonar has numerous professional licenses, certifications and accomplishments including:

• Certified Senior Advisor
• Registered Financial Consultant
• Published Financial Author

 

 

 

Shane Brewer - Vice President / Para-planner

 

Cinda Lowe - Vice President, Marketing

 

Jim Andrews - Senior Planner, RFA, CRC

 

Erica Gutierrez - RFA, CSA, CRC, Para-planner

 

Rachel Bush - Administrative Assistant / Senior Cashier

 

Taylor Brewer - Administrative Assistant / Database Management

 

Molly McCarthy - RFA, CRC, Para-planner

 

Kelly Brewer - Administrative Assistant / Cashier

 

Lindsi Pantuso  - Senior Executive Coordinator

 

Billy Pantuso - Para-planner Assistant

 

Tracy Fuller - Director of First Impressions

 

Laura Flores - Cashier Team Member

 

• More Information About Us

 

The Ten Most Dependable Wealth Managers of Texas, Forbes Magazine 

Frisco Style, Best of Business Winner

Effective Financial Planning Champions Healthy Communities

Going Green at LD Lowe Sr. Financial Services  

 

• FAQ for LD Lowe Sr. Financial Advisory