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Connor Lowery, CFP®, CPA

Sr. Financial Planner

Nashville, TN

Connor Lowery serves both the Private Wealth division and the Professional Athlete Division of Ronald Blue Trust in Nashville, Tennessee.

As a CERTIFIED FINANCIAL PLANNERTM certificant in the Private Wealth division, Connor analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Within the Professional Athlete Division, Connor 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.

Prior to joining Ronald Blue & Co. (the predecessor company to 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 as the Vice Chair for the Christ Presbyterian Academy Alumni Board, Board Member of Nations of Coaches – Middle Tennessee, and teaches a Finance and Bible class at his local church. Connor and his wife, Ashlee, live with their son and daughter in Nolensville, TN.

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