Brian Lowry has over 8 years of experience partnering with individuals, families, and business owners to help them articulate the goals they find most meaningful to them and developing a financial plan to bring them to fruition.
As a CERTIFIED FINANCIAL PLANNER™ professional, Brian takes a comprehensive approach to addressing all elements of the wealth management equation including financial planning, investment strategy, estate planning, tax planning, and philanthropic advisory. This starts with a conversation where he listens to who and what is important to you in order to gain a deep understanding of your financial circumstances, objectives, and values. From there, Brian works closely with you to translate your goals into a customized financial plan designed to help you meet current financial needs while working towards future goals.
Prior to joining Hickok & Boardman Capital Management, Brian was a Client Advisor at Crestwood Advisors in Boston, MA where he focused on financial planning for high-networth individuals and families. He holds a B.A. in History with a minor in English and Business from Skidmore College where he graduated cum laude and was a member of the varsity basketball and baseball teams. He currently resides in South Burlington, VT with his wife, Alyssa, and their rescue dog, Balto. During his free time, he enjoys golfing, skiing, hiking, and traveling. Brian also is a volunteer assistant coach for the varsity boys’ basketball team at Rice Memorial High School, a coeducational Roman Catholic secondary and college preparatory school in South Burlington, VT.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James does not provide tax or accounting services.