Robert P. Loweth
I've always wanted to own my own business
Since I was a kid, I've always envisioned having my own business but was not sure what it would be. When I was earning my MBA from Columbia University, I majored in marketing. Essentially marketing is discovering what the consumer needs, developing a product to meet those needs, delivering the product, and then servicing it.
When I entered the financial industry 30 years ago, I had just finished a career in corporate American, marketing such brands as: Aqua-fresh toothpaste, Heinz Ketchup, Heinz Barbecue Sauce, Care-free Gum, and Baby Ruth and Butterfinger candy bars. I was looking for a change. I had been investing in stocks since my teens and I liked the challenges of estate planning and investments. I also liked the independence of being in sales. My first job out of college was selling Fuller Brush door-to-door.
As an independent financial advisor, I have been able to customize my practice. Foremost, I enjoy the puzzle of determining what a person needs, creating a solution to help meet those needs, and then implementing it. In many ways, the process is similar to my studies in marketing in graduate school. In 1999 I became a Certified Financial Planner professional and in 2013 an Accredited Investment Fiduciary, which in addition to learning the complexities of estate planning, investments and insurance, holds me to a much higher standard, that of "fiduciary". My obligation is to protect and serve my clients and always act in their best interest.
I use an "open architecture" approach to financial planning and financial products. I have access to the full breadth of financial products available in the market today. I do not have any sales quotas or proprietary restrictions. In short, I am independent and objective and worthy of your trust.
I earned a baccalaureate in Philosophy from Haverford College and a MBA from Columbia University Graduate School of Business. My wife and I met when we were both working at RJR Nabisco. We have been married since 1989 and have two grown children.
I actively support classical music in our community and am a past board member of WHQR, the local public radio station. I have sponsored "All Things Considered" on WHQR since 1991. I am a past president of the Cape Fear Chapter of the North Carolina Symphony Board and the Wilmington Kiwanis Club, and a former Board Member of the Cape Fear Community College Foundation. I am currently Treasurer of Boy Scouts of American Pack 212 and Troop 212.
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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 three beautiful children. When not at work, Lauren enjoys spending time with her family and friends at the beach and volunteering at her church.