Lowe Wealth Advisors Administrative Team
Meet our administrative team, who provide us support in helping to meet your financial planning goals:
Shazelle Cephas, Administrative Specialist
Joined Lowe Wealth Advisors in 2006
- Assists clients over the phone
- Schedules client review meetings
- Updates client contact information
Renee Dickerson, Client Services Specialist
Joined Lowe Wealth Advisors in 2006
- Ensures that new accounts run smoothly
- Processes trades as directed by the CFP®s
- Assists the CCO in all things compliance
Rick Nightingale, Data Management Specialist
Joined Lowe Wealth Advisors in 2009
- Ensures accuracy and completion of report data
- Oversees accounts in client website portal
- Updates electronic files for planners