Lowell Stewart
West Plains,MO
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Welch, Couch, & Company
08.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Managed Millions of dollars of client assets.
Financial Advisor
Eleven Point Financial Advisors
03.2020 - 08.2022
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Assistant Manager
Southern Bank
06.2019 - 03.2020
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Managed all retail banking, operations, employee management, and branch efficiencies.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Implemented and improved a non-existent sales culture setting standards and measures.
Personal Banker
Landmark Bank N.A
11.2014 - 06.2019
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
Education
Bachelor of Science - Financial Planning And Services
Missouri State University
Springfield, MO05.2025
Associate degree -
Missouri State University
West Plains, MO2022
Diploma -
West Plains High School
West Plains, MO2009
Skills
- Financial and Estate Planning
- Investment Advising
- Retirement Needs
- Regulatory Requirements Adherence
- Client Confidentiality
- Making Insurance Decisions
- Community Involvement
- Managing Wealth
- Financial Aid Counseling
- Client Counseling
Certification
- Series 7
- Series 66
- Life & Health Insurance Licenses
Timeline
Financial Advisor
Welch, Couch, & Company
08.2022 - Current
Financial Advisor
Eleven Point Financial Advisors
03.2020 - 08.2022
Assistant Manager
Southern Bank
06.2019 - 03.2020
Personal Banker
Landmark Bank N.A
11.2014 - 06.2019
Bachelor of Science - Financial Planning And Services
Missouri State University
Associate degree -
Missouri State University
Diploma -
West Plains High School