Shane’s focus areas include working with individuals undergoing the life change of divorce, building relationships with family law attorneys, and financial planning for business owners and families.
Dallas, TX (PRWEB) November 20, 2015
LD Lowe Wealth Advisory is pleased to announce Shane Brewer, RFC® has become an equity partner of LD Lowe Wealth Advisory, effective immediately.
Shane joined LD Lowe Wealth Advisory in 2007 as vice president and planner and during his tenure has served as a lead wealth advisor for the firm. He has more than 20 years of experience in the finance industry. Prior to joining LD Lowe, Shane was a vice president of PlainsCapital Bank and previously served at MBNA Bank (now Bank of America), where he held multiple management positions with responsibility for several multimillion-dollar corporate accounts.
“Over the past eight years, our firm has grown from $50 million to nearly $200 million in assets under management,” said Lloyd Lowe, Sr., MBA, RFC®, founder and CEO of LD Lowe Wealth Advisory. “While the company has grown, we have maintained a focus on growing and developing our team members to take on greater challenges, enhance their skills and assume new roles of responsibility. Having Shane become an equity partner in the company is an important part of our succession plan.”
Shane’s focus areas include working with individuals undergoing the life change of divorce, building relationships with family law attorneys, and financial planning for business owners and families, with a particular emphasis on working with AT&T employees and retirees. He specializes in private family wealth management, including a focus on generational wealth management and estate planning.
“To become an equity partner at this point in our firm’s growth is very exciting,” said Shane. “I am proud to have a position within a firm led by the principles of servant leadership, a commitment to ongoing professional development and dedication to excellence in client service.”
As an equity partner, Shane adds an ownership position in a firm that he has helped to lead during his tenure. Alongside Lloyd Lowe and Molly McCarthy, RFC®, ChFC®, lead wealth advisor, Shane helps craft the firm’s portfolio strategy and participates in all investment decisions made on behalf of the firm’s clients.
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 http://www.ldloweplan.com. LD Lowe Wealth Advisory is a Registered Investment Advisor.