Harris Lowe
at Capital Investment Advisors
- Role
- Investment Advisor at Capital Investment Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Harris Lowe
Financial Advisor with a comprehensive financial planning approach that focuses on investment management, retirement income planning, and business succession planning to retirees, business owners, families and individuals.
Experience
Investment Advisor
Nov 2016 — Present
Financial Advisor with a comprehensive approach to financial planning with a focus on investment management, retirement planning, and business succession planning to retirees, business owners, families and individuals.
Education
The University of the South
BA, History
1990 — 1994
Universidad de Guadalajara
Latin American Business Studies
1998 — 1998
University of Oxford
History, English
1992 — 1992
University of Georgia - Terry College of Business
CFP®, Financial Planning course study
2007 — 2008
Thunderbird School of Global Management
International MBA, Finance, Latin America
1997 — 1999
Skills
- Financial Modeling
- Financial Planning
- Financial Advisory
- Finance
- Trading
- Wealth Management Services
- Retirement Planning
- Valuation
- Wealth Management
- Corporate Finance
- Asset Managment
- Portfolio Management
- Investments
- Strategy
- Financial Services
- Strategic Financial Planning
- Capital Markets
- Asset Management
- Asset Allocation
- Banking
- Mutual Funds
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