Trevor Lowry

BYU Finance (Wealth Management) | Paraplanner at Navigate Private Wealth | Aspiring CFP®

Role
Paraplanner at Navigate Private Wealth
Location
Provo, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Trevor Lowry

I am passionate about helping others achieve their goals through sound financial advice…

Experience

  1. Paraplanner

    Navigate Private Wealth

    Aug 2025 — Present · Draper, UT, US

Education

  • Brigham Young University Marriott School of Business

    Bachelor's degree, Finance

  • Ensign College

    Certificate in Digital Marketing, Social Media Marketing

    2019 — 2020

  • Pforzheim University

    Exchange Semester, International Business

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Trevor Lowry — Paraplanner at Navigate Private Wealth in Provo, UT, US | Unifers