Artwork

Content provided by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Connor Lowery, CFP®, CPA, CWS® Applying Biblical Principles and Wisdom For His Clients

1:06:54
 
Distribuie
 

Manage episode 347900777 series 2895276
Content provided by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Episode 79 - Connor Lowery is a financial advisor for the Professional Athlete Division of Ronald Blue Trust.
Connor assists athletes in managing their wealth, giving generously, and managing their financial resources wisely. He serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Ronald Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Ronald Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, and the NCAA.
Before joining Ronald Blue Trust in 2014, Connor worked in the assurance division for PricewaterhouseCoopers, primarily serving the healthcare and manufacturing industries. He graduated from Samford University with a dual degree in accounting and finance. While attending Samford, he played four years of collegiate football as a Quarterback and earned the Team Award his senior year.
Connor is an active member of his community, serving on the board of trustees at Christ Presbyterian Academy, donor, and finance director for Patriot Forward, Inc., chair for the Christ Presbyterian Academy Alumni Board, board member of Nations of Coaches – Middle TN, and he and his wife serve on multiple teams within their local church.
Connor and his wife, Ashlee, live with their two sons and daughter in Nolensville, TN. In his spare time, Connor enjoys exercising, playing golf, coaching his kids’ teams, traveling with his wife, and, ultimately, any social event with friends.
Connect with Connor Lowery here to learn more.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

116 episoade

Artwork
iconDistribuie
 
Manage episode 347900777 series 2895276
Content provided by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Episode 79 - Connor Lowery is a financial advisor for the Professional Athlete Division of Ronald Blue Trust.
Connor assists athletes in managing their wealth, giving generously, and managing their financial resources wisely. He serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Ronald Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Ronald Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, and the NCAA.
Before joining Ronald Blue Trust in 2014, Connor worked in the assurance division for PricewaterhouseCoopers, primarily serving the healthcare and manufacturing industries. He graduated from Samford University with a dual degree in accounting and finance. While attending Samford, he played four years of collegiate football as a Quarterback and earned the Team Award his senior year.
Connor is an active member of his community, serving on the board of trustees at Christ Presbyterian Academy, donor, and finance director for Patriot Forward, Inc., chair for the Christ Presbyterian Academy Alumni Board, board member of Nations of Coaches – Middle TN, and he and his wife serve on multiple teams within their local church.
Connor and his wife, Ashlee, live with their two sons and daughter in Nolensville, TN. In his spare time, Connor enjoys exercising, playing golf, coaching his kids’ teams, traveling with his wife, and, ultimately, any social event with friends.
Connect with Connor Lowery here to learn more.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

116 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință