Wells Fargo Advisors

 

 

Special Report:

The U.S. government debt downgrade-

What does it mean?

Scott Lowe, CFP®
First Vice President – Investments

 

 

Scott is a First Vice President-Investments with Wells Fargo Advisors and has been working with individual investors for more than 27 years. He uses his extensive personal and professional experience in all areas of investment planning to help you pursue your goals. He holds multiple professional designations and is registered to provide a variety of financial products and services to you.

As a financial professional and an active member of the community, Scott is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.

Academic achievements include a bachelors degree in Business Administration from Western Kentucky University. In 1986 he was also awarded the CERTIFIED FINANCIAL PLANNERTM certification through the College for Financial Planning in Denver, CO.

Scott's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients. Maintaining a strong sense of community and a solid professional foundation are very important to him. Scott is involved in numerous local civic groups and charitable, non-profit organizations.

CA Insurance License #0B64719

Lease Interest

What's the interest rate on the lease you're considering?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

More Newsletters →