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Matthew Lowery Location
Peoria, AZ, US
Matthew Lowery Work
Co-Founder, Managing Partner, and Wealth Management Advisor at Suncrest Advisors, LLC @ (February 2022 - Present)
Investment Advisor and CERTIFIED FINANCIAL PLANNER™ Practitioner at TownSquare Capital, LLC @ TownSquare Capital (February 2022 - Present)
Vocal Team @ CCV Music Team (January 2012 - June 2022)
Managing Director, Financial Planner and Wealth Management Advisor @ DFG Private Client (January 2016 - February 2022)
Managing Director, Financial Planner and Wealth Management Advisor @ (August 2014 - February 2022)
Wealth Transfer Specialist and Financial Advisor @ BMO Harris Financial Advisors, Inc. (December 2009 - August 2014)
Financial Advisor @ Banc of America Investment Services, Inc. (June 2006 - March 2009)
Vice President and Co-Founder @ (June 2002 - June 2006)
Matthew Lowery Education
Virginia Polytechnic Institute and State University
Bachelor of Science (Financial Planning)
1995-2001
Midlothian High School
(Advanced Studies)
1991-1995
Matthew Lowery Summary
Matthew Lowery, based in Peoria, AZ, US, is currently a Co-Founder, Managing Partner, and Wealth Management Advisor at Suncrest Advisors, LLC at Suncrest Advisors. Matthew Lowery brings experience from previous roles at TownSquare Capital, CCV Music Team, DFG Private Client and MassMutual Arizona. Matthew Lowery holds a 1995 - 2001 Bachelor of Science in Financial Planning @ Virginia Polytechnic Institute and State University. Matthew Lowery has 1 emails and 4 mobile phone numbers on RocketReach.
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