Tom Lowell Email and Phone Number
Tom Lowell work email
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Tom Lowell personal email
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Tom is a principal of The LK Group, he takes a team approach to deliver wealth planning solutions for a successful client base—high-net-worth individuals, real estate professionals, lawyers, doctors, and corporate executives. Tom is a member of J.P. Morgan's Portfolio Manager Program and stands among a small group of advisors who manage discretionary client portfolios and are subject to regular quantitative and qualitative reviews. He also holds the Accredited Investment Fiduciary® designation, which demonstrates his knowledge of and ability to apply Fiduciary Practices. Born and raised in the suburbs of New York City, Tom is a graduate of Ithaca College, where he earned a B.S. in Business Administration. A collegiate athlete, he was captain of his varsity tennis team and held singles titles from prestigious conferences. Tom holds an M.B.A. in International Business and Finance from George Washington University. Following in the family's footsteps, he began his career as a stockbroker and then formed a multigenerational wealth management team with his dad at Drexel Burnham. He has held similar roles at UBS and Merrill Lynch. Over a decade ago, Tom co-founded The LK Group to couple his portfolio development skills with a more disciplined planning protocol. In 2018, the team joined J.P. Morgan to offer a world-class investment platform and award-winning research delivered within a boutique and high-touch setting. Having raised his son and daughter in Chappaqua, Tom now spends most of his time in the Palm Beach Gardens office. He continues to remain active in the tennis community and is ranked in the state of Florida for his age group. Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
J.P. Morgan
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Executive Director, Wealth AdvisorJ.P. Morgan Aug 2018 - PresentElectronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin © 2023 JPMorgan Chase & Co. All rights reserved
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Financial AdvisorJpmorgan Chase & Co. Aug 2018 - Present -
Financial AdvisorMerrill Lynch Aug 2010 - Aug 2018
Tom Lowell Education Details
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The George Washington University - School Of BusinessInternational Businesss & Finance -
Ithaca CollegeBusiness Administration And Management, General
Frequently Asked Questions about Tom Lowell
What company does Tom Lowell work for?
Tom Lowell works for J.p. Morgan
What is Tom Lowell's role at the current company?
Tom Lowell's current role is Executive Director, Wealth Advisor at J.P. Morgan Wealth Management.
What is Tom Lowell's email address?
Tom Lowell's email address is thomas.lowell@ml.com
What schools did Tom Lowell attend?
Tom Lowell attended The George Washington University - School Of Business, Ithaca College.
What are some of Tom Lowell's interests?
Tom Lowell has interest in Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Shooting, Donor, Gourmet Cooking, Sports, Reading, The Arts.
Who are Tom Lowell's colleagues?
Tom Lowell's colleagues are Hend Alsheheimi, Glen Marker, Willie Lee, Carol Turnbull, Manish Waghela, Frank Angelico, Cherry Anne Valdez.
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