Marti Latour Email & Phone Number

Having formerly helped build a national independent financial planning firm from start to IPO, Marc Lowell founded A.I.D. Wealth Management, which later became The A.I.D. Group. with a clear objective in mind, bring on some of the industry's most professional, highly credentialed and competent advisors to methodically serve the needs of individuals, families and businesses in the most efficient manner possible. They follow a systematic process. Each client receives a complimentary financial plan and gets organized with their own personal financial website. Our recommendations are based solely on the client and their financial well-being and no client's wealth is too small or too large for The A.I.D. Wealth Group platform. Securities and Investment Advisory Services offered through A.G.P./Alliance Global Partners, Member of FINRA | SIPC. The A.I.D. Group and the AGP are independent and not affiliated entities. A.G.P./Alliance Global Partners is a national investment firm whose broker dealer affiliation has been a member of FINRA and registered with the SEC for the past 37 years. A.G.P. has full service capabilities with a global ability to trade domestically as well as internationally. A.G.P. prides itself on providing its clients with boutique services along with the comfort of knowing their accounts are custodied at Fidelity Clearing. Whether a client is looking for wealth management advice, Institutional services or investment banking and corporate advice, we have a track record and a proven team to assist.

BELLE Capital USA, LP is an early stage angel fund focused on building great companies in Michigan and other, underserved geographic regions in the Midwest and South. This Fund is now closed to new investors. We've invested in capital efficient companies with a unique product or service filling an urgent market need. We targeted the mobile/internet/IT, technology-enabled services, life sciences/medical devices, advanced manufacturing and CleanTech market sectors. Companies seeking our capital had to have at least one female founder or C-level exec, and/or be willing to recruit top female talent to the C-suite and Board of Directors. We prefer teams with strong domain expertise, and proven commercialization and entrepreneurial experience. We are active investors who believe our human capital is more valuable than our financial capital. We invested in bold enterprises who welcome our expertise and insight, and who seek to leverage our leadership and experience.

Chicago, Illinois, Us

As Vice President Wealth Advisor at BMO Private Bank I advised high-net-worth individuals, families, business owners and professionals, as well as their respective trusts, estates, foundations and endowments. Served as face of BMO in the community building deep relationships with ultra-high-net worth individuals and their professional advisors. After thoroughly understanding the goals and objectives of my clients, I built the appropriate team of professionals for their benefit. That team may include investment professionals, trust and estate specialists, financial planners, appropriate lawyers and accountants. This team approach ensures each client receives relevant, professional advice in each aspect of their wealth management strategy. From growing wealth, managing debt, and preserving retirement income, to ensuring their legacy through foundations and transitioning wealth to younger generations, the goal is to develop a targeted plan to help achieve each client’s goals.

New York, New York, Us

I advised individuals, families, institutions as well as trusts & estates, foundations, endowments and pension plans. I helped clients identify their needs, customize a financial plan and then helped them stay on track towards acheiving their financial goals. I built my business on referrals and by helping other professionals in meeting the goals of their clients.

Purchase, New York, Us

Responsible for 43.3 million cases and net sales of $346 million. One of six Walmart Director of Sales in the United States. Directed 15 key account managers throughout 5 states (FL, FA, NC, SC and TN).

Purchase, New York, Us

Responsible for 640 employees, 17 million cases and net sales of $270 million. Full P&L responsibility. Sales operation encompassed a Marketing Manager, 3 Regional Managers and 8 Territory Managers, with 53 Account Sales Managers and over 165 Drivers and Merchandisers servicing 5 counties. Scope encompassed on-site leadership of non-reporting managers for Fleet, Production, Food Service, Finance, HR and Merchandising Equipment Departments.

Purchase, New York, Us

Held Region Manager positions in 4 regions (3 in Chicago, 1 in Milwaukee). Directed in total over 585 emloyees, 27.5 million cases/gallons and net sales of $322 million. Full P&L responsibility.

Purchase, New York, Us

Held Sales Manager position in 2 regions in Chicago Division. Directed in total 180 employees, 16.4 million cases and sales of $197 million.

Responsible for 15 key chain accounts, 4.8 million cases and $58 million in gross sales. Accounts included 7-Eleven, Cub Foods, Eagle Foods, K-mart, Venture, PharMor, Shell, Amoco and Clark Oil.

Mba, Business & Marketing

Private Pilot License, Private Pilot

Bachelors, Marketing