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Cfp® Connor Lowery
Professional Athlete Division - Ronald Blue Trust.
Professional Background
Connor Lowery, CFP®, CPA, CWS®, is a highly skilled financial advisor within the esteemed Professional Athlete Division of Ronald Blue Trust. With a dedicated focus on helping professional athletes manage their wealth and navigate the complexities of their financial lives, Connor brings a wealth of knowledge and experience to his role. At Ronald Blue Trust, he assists both active and retired athletes and coaches from various leagues, including Major League Baseball (MLB), National Football League (NFL), National Basketball Association (NBA), Professional Golfers' Association (PGA), National Association for Stock Car Auto Racing (NASCAR), and National Collegiate Athletic Association (NCAA). Through an individualized and bespoke service model, Connor helps clients tackle the specific financial challenges they face in their professional careers, ensuring they can build sustainable wealth, give generously to causes they are passionate about, and manage their financial resources effectively.
The Professional Athlete Division at Ronald Blue Trust delivers tailored services such as tax coordination, legal counsel, bill payment, cash flow management, comprehensive financial planning, estate planning, and philanthropic strategy development. This customized approach enables Connor to align financial strategies with the unique goals and lifestyles of the athletes, helping them to achieve greater financial security and success.
Connor's previous experience includes positions at PwC, where he served as both an Assurance Associate and an Assurance Intern. This foundational experience honed his skills in financial analysis and reporting, providing him with a solid understanding of effective financial practices in a corporate setting. Additionally, his tenure as an intern at Caldwell Advisors, LLC allowed him to further expand his expertise in wealth management and financial advisory roles, establishing a diverse skill set that is invaluable in serving high-net-worth clients.
Education and Achievements
Connor received his Bachelor of Science in Business Administration (B.S.B.A.), with a dual concentration in Accounting and Finance, from Samford University. His education equipped him with essential financial knowledge and analytical skills that are pivotal in his role as a financial advisor. Furthermore, he graduated with an Honors Diploma from Christ Presbyterian Academy, which laid a strong academic foundation for his future studies and career pursuits.
As a Certified Financial Planner (CFP®), Certified Public Accountant (CPA), and Certified Wealth Strategist (CWS®), Connor Lowery continues to differentiate himself within the financial services industry. These prestigious certifications reflect his commitment to upholding the highest standards of ethics, professionalism, and expertise in financial planning and wealth management.
Achievements
Connor's participation in the Professional Athlete Division has led him to work closely with over 100 active and retired players and coaches who rely on his knowledge and support in making informed financial decisions. Through his dedication and commitment to serving his clients, Connor has built a reputable career that focuses on enhancing the financial well-being of professional athletes and their families. His approach is characterized by a deep understanding of the unique pressures and opportunities that athletes encounter, enabling him to offer strategic advice that empowers athletes to maximize their financial resources and make impactful philanthropic contributions.
Connor has built a strong reputation as a trusted advisor to professional athletes. By combining his financial expertise with a genuine understanding of the athlete experience, he has become a key resource for many in developing robust financial strategies that align with both their personal and professional goals.
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Timeline: Shows your relationship history with each contact
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- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.