Jack Lowrey

Jack Lowrey Email and Phone Number

Board Chair at United Way of West Florida @ United Way of West Florida
Jack Lowrey's Location
Pensacola, Florida, United States, United States
About Jack Lowrey

Jack joined the United Way as a Board of Director volunteer in 2012 He chaired the Work place campaign in 2016-2018Serves on the Community investment committee and Finance Committee Was voted Board member of the year in 2016He was voted in as Chair elect in 2017 Mr. Lowrey joined Ameriprise Financial , Inc. in October 2016 as Senior Vice President and Financial Consultant. He has been in the industry since 1981 and his prior work history culminates years of experience working with a variety of clients during a wide-range of economic climates. He began his career as an equity trader for Merrill Lynch, before taking on the role as the Vice President of Investments for Barnett Bank Securities . He later worked in this role for other firms in the industry such as Southtrust Securities, JC Bradford, UBS, Bank of America Securities, RBC Wealth Management, Raymond James and Gulf Coast Investments / NBC Securities.Mr. Lowrey is located in Pensacola, Florida where he offers a full range of investment products and services, including mutual funds, stocks, bonds, retirement planning, college funding, and financial planning.Mr. Lowrey is married to the former Patricia Scott and they have two children, Scott and Sarah Grace. In his spare time, he enjoys spending time with his family and giving back to his community.FINRA Licenses: Series 7, Series 63, Series 65Registered Investment AdvisorDonald Regan School of Finance and Economics

Jack Lowrey's Current Company Details
United Way of West Florida

United Way Of West Florida

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Board Chair at United Way of West Florida
Jack Lowrey Work Experience Details
  • United Way Of West Florida
    Board Chair
    United Way Of West Florida Jul 2019 - Present
    Pensacola, Florida, Us
  • Ameriprise Financial
    Senior Vice President/ Financial Advisor
    Ameriprise Financial Oct 2016 - Present
    Minneapolis, Mn, Us
  • Gulf Coast Community Bank
    Financial Advisor
    Gulf Coast Community Bank Oct 2009 - Present
    Pensacola, Fl, Us
    Gulf Coast Investment Services, a division of Gulf Coast Community Bank, offers a full range of investment products and services, including mutual funds, stocks, bonds, retirement planning, college funding, and financial planning. Call Jack today for a free assessment of your financial planning needs.Securities and Investment Advisory Services are offered exclusively through NBC Securities, Inc., member FINRA and SIPC, an independent broker / dealer, and are not insured by FDIC, NCUA or any other financial institution insurance, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal.
  • Nbc Securities, Inc.
    Senior Vice President
    Nbc Securities, Inc. Oct 2009 - Oct 2016
    Birmingham, Alabama, Us
    I currently managed Retirement assets and Wealth Management for over $50 million dollars and 500 clients.
  • Raymond James Financial Inc.
    Senior Vice President - Investments
    Raymond James Financial Inc. Oct 2009 - Oct 2013
    St. Petersburg, Florida, Us
    Manage over $50 million dollars for 200 + clients
  • Rbc Wealth Management
    Vice President Of Investments
    Rbc Wealth Management Jun 2002 - Oct 2009
    Toronto, Ontario, Ca
    Aka Citizens and People's Bank , First Gulf Bank, Alabama National Bank Holding Company and BD NBC Securities
  • Bank Of America Securities / Barnett Bank Trust And Securities
    Vp Investments
    Bank Of America Securities / Barnett Bank Trust And Securities Jan 1989 - Jan 2007
    Charlotte, Nc, Us
  • Ubs Wealth Management.  Aka Paine Webber , Jc Bradford
    Vp Investment Advisor
    Ubs Wealth Management. Aka Paine Webber , Jc Bradford Jan 1999 - Jun 2002
    Zurich, Ch
  • Southtrust Bank Securities
    Vp Investments
    Southtrust Bank Securities Jan 1996 - Jan 1999
  • Merrill Lynch
    Equity Trader
    Merrill Lynch Dec 1981 - Aug 1989
    New York, Ny, Us

Jack Lowrey Skills

Investments Wealth Management Series 7 Securities Investment Advisory Fixed Annuities Retirement Asset Allocation Mutual Funds Equities Series 63 Retirement Planning Portfolio Management Banking Strategic Financial Planning Loans Asset Management Iras Credit Estate Planning Mortgage Lending Financial Advisory Financial Analysis 401k Commercial Lending Risk Management Bonds Insurance Small Business Life Insurance Small Business Lending Financial Services Alternative Investments Valuation Loan Origination Due Diligence Wealth Management Services Consumer Lending Separately Managed Accounts Brokerage Private Equity Finance Finra Trading Series 65 Management Customer Service

Jack Lowrey Education Details

  • Auburn University Harbert College Of Business
    Auburn University Harbert College Of Business
    General
  • University Of Alabama, Mcgill-Toolen Hs
    University Of Alabama, Mcgill-Toolen Hs
    Accounting And Finance

Frequently Asked Questions about Jack Lowrey

What company does Jack Lowrey work for?

Jack Lowrey works for United Way Of West Florida

What is Jack Lowrey's role at the current company?

Jack Lowrey's current role is Board Chair at United Way of West Florida.

What is Jack Lowrey's email address?

Jack Lowrey's email address is au****@****cox.net

What is Jack Lowrey's direct phone number?

Jack Lowrey's direct phone number is +185050*****

What schools did Jack Lowrey attend?

Jack Lowrey attended Auburn University Harbert College Of Business, University Of Alabama, Mcgill-Toolen Hs.

What are some of Jack Lowrey's interests?

Jack Lowrey has interest in Cnbc, Exercise, Nascar, Home Improvement, Elton John, Reading, Shooting, Gourmet Cooking, Sports, Golf.

What skills is Jack Lowrey known for?

Jack Lowrey has skills like Investments, Wealth Management, Series 7, Securities, Investment Advisory, Fixed Annuities, Retirement, Asset Allocation, Mutual Funds, Equities, Series 63, Retirement Planning.

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