Todd Lowery
Wealth Management Advisor at Tiaa
Based in Louisville, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Louisville
Industry
Financial Services
Company size
13K
Contact information
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t•••••••@tiaa.org
Phone
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Background
About Todd Lowery
As a Wealth Management Advisor, I partner with high-net-worth clients to develop comprehensive financial strategies. I identify their goals, analyze their complete financial landscape, and create personalized roadmaps to achieve their objectives. My role focuses on building trust-based relationships while providing strategic investment advice and recommending value-added products and services. I conduct thorough financial assessments, navigate clients through market complexities, and deliver ongoing guidance that evolves with their changing needs. Success comes from helping clients achieve their life goals through expert wealth management, portfolio optimization, and holistic financial planning that preserves and grows their wealth over time. Since 2018, my family and I are proud to call La Grange, KY home. In my free time I enjoy supporting my family with their hobbies and activities (daughter rides horses, son plays ultimate frisbee), golf, cheer on The Ohio State Buckeyes, Detroit Lions, Tigers, and Red Wings, trying different bourbons, and travel. We have a dutch-shepherd, wolfhound mix dog who corrals my daughter's four cats. CR Insurance License 1870684
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