James Lowry Email & Phone Number
Financial Advisor @ Merrill Lynch
5 free lookup(s).
No credit card required.
James Lowry Location
- Huntersville, NC, US
James Lowry Work
- 2024 -now Financial Advisor @
- 2020 -2024 Managing Partner with The Wadsworth Group @ The Wadsworth Group
- 2005 -2024 Managing Partner @ Capital Plan Advisors
- 2001 -2005 Financial Advisor @
- 1999 -2001 Small Business Specialist @
James Lowry Education
- St. Thomas Aquinas College
Marketing
- St. Thomas Aquinas College
Master of Business Administration (MBA) (Finance and Financial Management Services)
James Lowry Skills
- Small Business
- Financial Advisory
- Series 63
- Entrepreneurship
- Investments
- Asset Management
- Pensions
- Retirement
- 401k
- Retirement Planning
- Investment Advisory
- Defined Benefit
- Series 7
- Employee Benefits
- Wealth Management
- Mutual Funds
James Lowry Summary
- James Lowry, based in Huntersville, NC, US, is currently a Financial Advisor at Merrill Lynch. James Lowry brings experience from previous roles at The Wadsworth Group, Capital Plan Advisors, Merrill Lynch and JPMorgan Chase. James Lowry holds a Marketing @ St. Thomas Aquinas College. With a robust skill set that includes Small Business, Financial Advisory, Series 63, Entrepreneurship, Investments and more. James Lowry has 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different James Lowry?
Find contact details for 700 million professionals.
Top Merrill Lynch Employees
Andrew Banhidi
Managing Director Global Head of Equities Technology
New York, NY, US
Carl Anderson
Managing Director
New York, NY, US
Michael Feniger
Managing Director of Equity Research
New York, NY, US
Timothy Fallon
Managing Director
New York, NY, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co