Jonathan Lowery Email & Phone Number
Senior Financial Planner - Sports and Entertainment @ Blue Trust
Jonathan Lowery's Location
Atlanta, GA, US
Jonathan Lowery's Education
- Samford University
Bachelor of Science (B.S.)
2005 - 2010 - Samford University
Master of Business Administration (M.B.A.)
2011 - 2013 - Bryant University
Certificate in Financial Planning
2018 - 2019
Jonathan Lowery's Skills
- Education Funding
- Insurance Planning
- Cash Flow Planning and Analysis
- Tax Planning
- Charitable Giving Strategies
- Trust and Estate Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Trust Services
Jonathan Lowery's Summary
Jonathan Lowery, based in Atlanta, GA, US, is currently a Senior Financial Planner - Sports and Entertainment at Blue Trust. Jonathan Lowery holds a 2005 - 2010 Bachelor of Science (B.S.) @ Samford University. With a robust skill set that includes Education Funding, Insurance Planning, Cash Flow Planning and Analysis, Tax Planning, Charitable Giving Strategies and more, Jonathan Lowery contributes valuable insights to the industry.
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