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.

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Newsletters

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

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