Financial Planning Honors 2012 Distinguished Alumni
The pair was honored for career advancements, accomplishments and advocacy for the department.
Written by Melanie Hess
Lott said Texas Tech gave her a head start by allowing active participation in client meetings, requiring internships and encouraging networking.
Texas Tech’s Department of Personal Financial Planning (PFP) named two outstanding individuals the 2012 Distinguished Alumni and Young Guns Alumni Award recipients.
Distinguished Alumni Awards are given based on an individual’s advancement for the national reputation of the Texas Tech Department of Personal Financial Planning through significant achievements. They include professional accomplishments and career advancements, community service, demonstrated leadership through civic or corporate levels, and advocacy for the department.
Alumni are awarded the Young Guns Award for their contribution to the reputation of the Department of Personal Financial Planning through their record of achievements as a graduate within the last five years. This includes leadership roles, community service, significant contributions to the field, characteristics that indicate future leadership and success and interest and support for the department.
The 2012 Young Gun Alumni Award recipient is Amanda Lott, and the 2012 Distinguished Alumni Award recipient is Alvin Murgai.
A 2008 graduate, Lott currently works as a financial advisor at Regent Atlantic Capital in New Jersey. Prior to her current position, she served as a finance planning analyst and interned with investment research firm Evensky & Katz Wealth Management. She did not choose personal financial planning as her major until halfway through her sophomore year at Texas Tech.
Lott credits Texas Tech with providing her the working knowledge needed to hit the ground running when she joined a firm. The department gave her a head start by allowing active participation in client meetings, requiring internships and encouraging networking through national conferences.
Murgai was also honored with the New Achiever award from the Texas Tech College of Human Sciences in 2001.
“I am very proud to be a Texas Tech PFP alumna,” Lott said. “I want to represent my alma mater in a positive way and build the value of our program by being a real life example of how a degree in personal financial planning can bring value to a firm and its clients.”
Murgai, a 1990 graduate with more than 20 years of industry experience, currently serves as the first vice president and senior resident director with Merrill Lynch in Houston. He supervises 30 financial advisors and recently achieved status of No. 1 resident director among 450 other individuals.
After graduating from Texas Tech, Murgai worked for Derand, Pennington and Bass, Inc., a financial planning firm in Washington, D.C. From there, he took a position as a financial advisor with Fidelity Investments for seven years and was named No. 1 financial advisor out of 600.
“My degree in financial planning has been instrumental to my success as a wealth management advisor with Merrill Lynch,” Murgai said. “It provided me the foundation to help my client’s navigate the ever-changing financial landscape and to help my clients’ achieve their goals.”
Murgai also holds a master’s degree from the University of Houston and the designations of Chartered Retirement Planning Counselor (CRPC), Certified Financial Manager (CFM), Accredited Retirement Plan Counselor (ARPC) and Certified Special Needs Advisor (CSNA). He was also honored with the New Achiever award from the Texas Tech College of Human Sciences in 2001.
Department of Personal Financial Planning
Undergraduate and graduate degree programs in personal financial planning are registered by the CFP Board. Students graduating from a CFP Board-Registered Program are eligible to sit for the CFP® Certification Examination.