Patrick Lowe Email & Phone Number

I’m focused on providing excellence. I strive to bring that dedication to top achievement to my cycling, scuba diving and photography. But my commitment to superior performance is most evident in the attention and results I seek to deliver to my clients.For more than 20 years, I’ve been managing the portfolios of ultra-high net worth individuals from the worlds of sports, entertainment & business, as well as hospitals, non-profit foundations, and multigenerational families. I’ve developed a particular insight into managing the portfolios of individuals with ultra-high net worth's, but whose streams of income may be unpredictable. This is just one of the reasons why Forbes named Patrick in 2021 & 2022* as one of the Best Wealth Advisors In-State (Los Angeles, CA) for high-net-worth clients.I focus on managing portfolios with discretionary authority, after having conducted deep dive conversations to understand each client’s unique challenges, aspirations, risk tolerance, and short, intermediate, & long-term needs. I combine this active portfolio management focus with offering customized wealth preservation and distribution solutions, insurance analysis, cash flow optimization, retirement planning, and strategies for charitable giving. It was when launching my financial services career at Salomon Smith Barney that I first discovered my love for connecting with clients. That was also where I discovered my love for my best friend, wife and eventual business partner, Charlie. Together we’ve developed a specialized approach, offering business / practice level attention coupled with the experience of a large practice. After together spending time with UBS, Merrill Lynch, and Wells Fargo, Charlie and I have come full circle, joining Morgan Stanley Wealth Management, which acquired Smith Barney in 2009.My drive extends beyond my business and hobbies to family and being of service. Charlie and I have two sons, Brandon & Matt, and volunteer our spare time to numerous charitable organizations in southern California. We’re active in our faith community, Calvary Community Church. On many weekends you can find me playing bass guitar at services; just one more area where I’m focused on providing excellent performance.*2021-2022 Forbes Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded 2021 & 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.htmlhttps://www.forbes.com/profile/patrick-lowe/?sh=cb615d775f48

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  Financial Advisor

  Morgan Stanley

  Woodland, California, United States

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