Thea Lowery

Vice President of Legacy Planning at Paradiem - Mandeville, Louisiana, United States

Thea Lowery's Contact Details
HQ
Location
DFW Airport, Texas, United States
Company
Paradiem
Thea Lowery's Company Details
Paradiem logo, Paradiem contact details

Paradiem

Mandeville, Louisiana, United States • 1 - 10 Employees
Financial Services

Dunavant Wealth Strategies uses a personalized approach to wealth planning, accumulation and preservation. Led by President Eric Dunavant, CFP®, our team's mission is to inspire you to make the right decisions for your financial future. We empower families to connect their True Wealth with their Meaningful Purpose through wisdom, insight and education.\\At Dunavant Wealth Strategies, we act as your "family CFO," providing direction and solutions to all of your financial needs. We are passionate about working hand-in-hand with you to understand your aspirations. Our greatest satisfaction lies in helping our clients realize their dreams and expectations in ways they never imagined possible.\\We are an independently owned, boutique wealth management firm supported by LPL Financial, the #1 independent broker/dealer in the country with over 7,000 independent advisors nationwide.* As a member of Peak Advisor Alliance we consult with over 700 of the country's top wealth advisors in order to continually improve the advice and service we provide. \\Our only agenda is providing our clients the financial direction they need to help pursue their investment objectives, free of any conflicts of interest. Our independent alliances entitle our clients access to top industry professionals, educational workshops and a variety of social events we host throughout the year for the whole family. \\* As reported by Financial Planning magazine, June 1996-2010, based on total revenue

Details about Paradiem
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Thea Lowery currently works for Paradiem.
Thea Lowery's role at Paradiem is Vice President of Legacy Planning.
Thea Lowery's email address is ***@dunavantwealth.com. To view Thea Lowery's full email address, please signup to ConnectPlex.
Thea Lowery works in the Financial Services industry.
Thea Lowery's colleagues at Paradiem are Russell Riggs, Ray Fenger, Eric CFP, Andrew Stoner, Sandy Tackett, Christopher Callahan, Kristina Schuler and others.
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