Steve "Rex" Rexroad
Rex is an independent financial advisor who specializes in comprehensive wealth management. He began his private practice in financial services in 1989 and soon became a district manager of AXA Advisors, LLC. In 1997, he resumed his private practice and transferred his broker/dealer services to Commonwealth Financial Network® seven years later.
Rex is consultative in his approach and believes that clients are able to implement financial strategies only when they understand the strategies. His meetings are educational in nature and are designed to explain and simplify the complicated world of wealth management. He is dedicated to establishing and maintaining deep, enduring relationships with his clients and works hard to provide leadership, support, and communication through dynamic market conditions.
As a committed lifelong learner, Rex believes it is imperative to stay current and informed in the financial world, so he constantly works to improve and fine-tune his craft. His education, certifications and designations include:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Certified Investment Manager AnalystSM (CIMA®)
- Accredited Investment Fiduciary® (AIF®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- FINRA Series 6, 7, 26, 63, 65 securities registrations (held through Commonwealth)
- NC insurance licenses — life, health, disability, long-term care
- Masters of Science in Financial Services (MSFS)
- Bachelor of Science
Outside of work, Rex spends time with his wife, Terri, and their three children—Van, Victoria, and Clay. He enjoys playing golf, traveling with his family, and reading for pleasure. He is a member of his local church, the Wilmington Rotary Club, and other community groups.
Robert P. Loweth
Bob has worked in the financial services industries for more than 25 years and joined Commonwealth Financial Network® as an independent financial advisor in 2004. Prior to his move to Wilmington, Bob worked for RJR Nabisco, Heinz, and Grey Advertising. Bob works primarily with small business owners and retirees to:
Bob works primarily with small business owners and retirees to:
- Understand their specific financial situation based on their unique core values and goals
- Develop a plan that is comprehensive and individually tailored, ensuring that it is suitable for what they trying to achieve
- Implement and monitor their financial plan while staying abreast of industry changes in order to provide timely value
It is important to note that Bob is an independent financial advisor, which means his approach is that of "open product architecture," providing open access to the breadth of financial products without the biases and restrictions that may exist in other firms. “It's all about what the client wants to accomplish and helping them to get there.” His education and licenses include:
His education and licenses include:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Accredited Investment Fiduciary® (AIF®)
- Chartered Financial Consultant® (ChFC®)
- Certified Life Underwriter® (CLU®)
- MBA from the Columbia University Graduate School of Business in New York
- BA from Haverford College
Bob and his wife, Harriett, have been married since 1989 and have two adult children. In addition to fishing, golf, and traveling with his family, Bob loves classical music. He is a past member of the board of WHQR, the local public radio station, and has been a sponsor of "All Things Considered" on WHQR since 1991. He is also a past president of the Cape Fear Chapter of the North Carolina Symphony Board and the Wilmington Kiwanis Club. He is currently Treasurer of Boy Scouts of American Pack 212 and Troop 212.
Lauren Evans
Administrative Assistant
Lauren began working at Rexroad Loweth Wealth Management in 2012. As Bob’s assistant, her duties range from generating reports to office management. She enjoys the organization that this job requires as well as interacting with clients.
Lauren is originally from Greensboro, North Carolina, and graduated from the University of North Carolina at Wilmington in 2005 with a BA in history with social studies certification. She found that she could not part with the beach and decided to become a permanent resident of southeastern North Carolina. Lauren worked in residential leasing and commercial real estate prior to making the switch to assisting Bob. She has found that providing customer service support is one of her greatest strengths.
Lauren is most proud of her husband and two beautiful children. When not at work, Lauren enjoys spending time with her family and friends at the beach and volunteering at her church.