Benjamin Lowe

Benjamin Lowe Email and Phone Number

Financial Planner @ First Command Financial Services
Evans, GA, US
Benjamin Lowe's Location
Evans, Georgia, United States, United States
About Benjamin Lowe

As a First Command Financial Planner, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by:1. Helping them set specific and meaningful goals that are aligned with their values2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan4. Making strategic adjustments in their plan as their circumstances and goals evolve over timeI don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests.About First CommandFirst Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Planners across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”.Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here: https://www.firstcommand.com/social-media-guidelines/

Benjamin Lowe's Current Company Details
First Command Financial Services

First Command Financial Services

View
Financial Planner
Evans, GA, US
Website:
firstcommand.com
Employees:
2770
Benjamin Lowe Work Experience Details
  • First Command Financial Services
    Financial Planner
    First Command Financial Services
    Evans, Ga, Us
  • First Command Financial Services, Inc.
    District Advisor
    First Command Financial Services, Inc. Oct 2023 - Present
    Evans, Georgia, United States
  • First Command Financial Services
    Financial Planner
    First Command Financial Services Jun 2018 - Present
    Wiesbaden Area, Germany
    Coaching those who serve in their pursuit of financial security.
  • First Command Financial Services
    Financial Planner
    First Command Financial Services Jul 2017 - Jun 2018
    Wiesbaden Area, Germany
    Coaching those who serve in their pursuit of financial security
  • Chartercross Capital Management - Simple, Impartial Advice
    Wealth Manager
    Chartercross Capital Management - Simple, Impartial Advice Jul 2016 - Jul 2017
    Dubai, United Arab Emirates
  • Chartercross Capital Management - Simple, Impartial Advice
    Associate Wealth Manager
    Chartercross Capital Management - Simple, Impartial Advice Nov 2015 - Jul 2016
    Dubai
  • Chartercross Capital Management
    Senior Business Development Manager
    Chartercross Capital Management Jan 2015 - Nov 2015
    Dubai
  • Chartercross Capital Management
    Business Development Manager
    Chartercross Capital Management Jan 2014 - Jan 2015

Benjamin Lowe Skills

Investments Portfolio Management Pensions Retirement Planning Mutual Funds Inheritance Tax Planning Estate Planning Tax Mortgage Lending Business Development Personal Finance Currency Qrops Expatriate Management Commodity Project Planning New Business Development Business Strategy Financial Services Relationship Management Financial Advisory Wealth Management Pension Funds

Benjamin Lowe Education Details

  • Chartered Intstitute Of Securities And Investment
    Chartered Intstitute Of Securities And Investment
    Introduction To Securities And Investment (International)
  • Chartered Institute Of Securities And Investment
    Chartered Institute Of Securities And Investment
    International Wealth Management
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Award In Financial Planning

Frequently Asked Questions about Benjamin Lowe

What company does Benjamin Lowe work for?

Benjamin Lowe works for First Command Financial Services

What is Benjamin Lowe's role at the current company?

Benjamin Lowe's current role is Financial Planner.

What schools did Benjamin Lowe attend?

Benjamin Lowe attended Chartered Intstitute Of Securities And Investment, Chartered Institute Of Securities And Investment, Chartered Insurance Institute.

What are some of Benjamin Lowe's interests?

Benjamin Lowe has interest in Capoiera, Education, Science And Technology, Running, I Enjoy Literature, Animal Welfare.

What skills is Benjamin Lowe known for?

Benjamin Lowe has skills like Investments, Portfolio Management, Pensions, Retirement Planning, Mutual Funds, Inheritance Tax Planning, Estate Planning, Tax, Mortgage Lending, Business Development, Personal Finance, Currency.

Who are Benjamin Lowe's colleagues?

Benjamin Lowe's colleagues are Lael Formica, Vince Waymire - Icp-Acc, Rte, Lpm, Apm, Pmpo, Arch, Sdp, Angela Foote, James Mapes, Megan Warren, Tina Caddell, Paul Campbell.

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