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Connor Lowery, CFP®, CPA, CWS® Applying Biblical Principles and Wisdom For His Clients Carter Wilcoxson and Tim James 1:06:55

Episode 79 – Connor Lowery is a financial advisor for the Professional Athlete Division of Ronald Blue Trust.

Connor assists athletes in managing their wealth, giving generously, and managing their financial resources wisely. He serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Ronald Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Ronald Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, and the NCAA.

Before joining Ronald Blue Trust in 2014, Connor worked in the assurance division for PricewaterhouseCoopers, primarily serving the healthcare and manufacturing industries. He graduated from Samford University with a dual degree in accounting and finance. While attending Samford, he played four years of collegiate football as a Quarterback and earned the Team Award his senior year.

Connor is an active member of his community, serving on the board of trustees at Christ Presbyterian Academy, donor, and finance director for Patriot Forward, Inc., chair for the Christ Presbyterian Academy Alumni Board, board member of Nations of Coaches – Middle TN, and he and his wife serve on multiple teams within their local church.

Connor and his wife, Ashlee, live with their two sons and daughter in Nolensville, TN. In his spare time, Connor enjoys exercising, playing golf, Coaching his kids’ teams, traveling with his wife, and, ultimately, any social event with friends.

Connect with Connor Lowery here to learn more.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

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Carter Wilcoxson Podcaster

For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.

Working directly with households himself, who want to protect the nest eggs they’ve worked their whole lives to accumulate, this personal experience of having dinner table conversations with people has driven Carter to always be on the lookout for what clients need that the financial industry might not be offering.

In this light, he recognized a deep divide between people who had the plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings but also at risk of having their legacy mishandled by unprepared heirs.

This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!

Carter went on a mission to perfect a solution to solve this critical problem. Finally, Carter had a “Eureka!” moment, and he created the combination of a proven cloud-based Estate Planning software with his proprietary process and solution that he knew the world desperately needed.

Now Carter and his team devote themselves to connecting consumers with the financial professionals and education they need to make informed financial decisions about the future of their estates. This revolutionary solution, known as our eStatePlan™ Portfolio, lets people bypass the expense and intimidation of consulting a high-priced attorney using the OEPT (Outsourced Estate Planning Team) to deliver white-glove and end-to-end support to complete client’s goals and objectives around their estate and legacy planning needs.