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Lowe’s Home Improvement

A large portion of our client base is current and former Lowe’s Home Improvement employees.  The team has experience working with these clients, and have a deep understanding of many of their benefits, including:
  • Employee Stock Ownership Plan (ESOP)
  • Net Unrealized Appreciation (NUA)
  • Benefits Restoration Plan
  • Cash Deferral Plan
  • Restricted Stock Units
  • Performance Stock Units
  • Stock Options
  • Lowe’s 401(k) Plan
  • Employee Stock Purchase Plan (ESPP)
  • Lowe’s Stock
  • 20-Year Distribution Options
Stifel is neither affiliated with nor endorsed by Lowe's Home Improvement.