LD Lowe Wealth Advisory Receives Five Star Wealth Manager Award for the Third Consecutive Year

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Firm recognized among top four percent of wealth managers in the Dallas-Fort Worth region for client service and satisfaction

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Everyone in our firm understands our job is to go above and beyond whenever we can in order to earn – and keep – a client’s trust and respect.

LD Lowe Wealth Advisory has received the 2012 Five Star Wealth Manager award, which recognizes providers that offer outstanding client service. This is the third consecutive year LD Lowe Wealth Advisory has earned this honor, which is part of an independent research study conducted among 2,688 registered financial services professionals in the Dallas-Fort Worth region.

Five Star Professional partnered with Texas Monthly magazine to find wealth managers who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Five Star’s research methodology allows no more than four percent of wealth managers in Dallas-Fort Worth to be named a Five Star Wealth Manager, in order to recognize those who provide exceptional service.

“In order to provide the highest value to our clients, we believe customer satisfaction has to be our No. 1 priority,” said Lloyd Lowe Sr., founder and senior partner of LD Lowe Wealth Advisory. “Everyone in our firm understands our job is to go above and beyond whenever we can in order to earn – and keep – a client’s trust and respect.”

LD Lowe Wealth Advisory’s commitment to client service was further validated earlier this year when the firm scored 4.9 out of a possible 5 in overall satisfaction in an independent research study it commissioned to benchmark its service quality among the firm’s clients.

The results of the Five Star Professional award rankings are reported in the August 2012 issue of Texas Monthly. For more information about LD Lowe’s Five Star Wealth Manager ranking, please visit http://www.fivestarprofessional.com/awards/view_profile.php/Lloyd/Lowe%20Sr./157158.


About LD Lowe Wealth Advisory
LD Lowe Wealth Advisory, with offices in Dallas, Frisco and Arlington, Texas, has been partnering with people to fulfill their dreams for more than 20 years. For more information, please visit http://www.ldloweplan.com.

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Cinda Lowe
LD Lowe Wealth Advisory
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