Christiana Lovelace, AAMS
DPF President | LPL Financial Advisor
Our founder, Christiana, has spent the last 15 years working in finance, revenue management, and client service.
It is her firm belief that everyone, regardless of wealth or status, is worthy of financial advice and guidance. It is her passion for community and helping others succeed that inspired her to build Diamond Pointe Financial.
Background
Growing up in rural East Tennessee and moving to Hickory in the height of the 2008-2009 Financial Crisis gave Christiana a unique perspective on financial stability and what that means for individuals and families within a community. She believes that financial advisors have a responsibility to their clients and the area to be a reliable source and trusted friend during good times and bad times.
Christiana studied at East Tennessee State University before starting her career with Marriott. She was working in hospitality leadership when her passion for service and finance started to grow and in 2012 she took a position with Bank of America. Since then, every step of her career has been towards helping more people reach their goal of personal financial success.
Becoming an Accredited Asset Management Specialist through the Kaplan College for Financial Planning was another step in that direction. Before passing the final exam, Christiana completed a rigorous study program in broader areas, expanding on investment analysis, life insurance, estate planning, and taxes. Along with the technical skills required, designees must commit to and maintain a strict Code of Ethics.
Family
Christiana and her husband, Monte, live in Caldwell County with their boys, Bradley and Riley, both students of Appalachian State University. As a family, they are strong advocates for the Alzheimer’s Association and they feel incredibly blessed to have the opportunity to support other local charities close to their hearts.
Christiana serves as the Secretary for the Foothills Kids Magazine Board of Directors, a member of the Longview LIONS Club, and the Precinct Chair for her local voting site. She also founded the Caldwell County Welcome Wagon for new residents and the CVFBO - Catawba Valley Female Business Owners.