Jermaine Lowery

About Jermaine Lowery

T: 70••••••08 / E: j••••••••@morganstanley.com My goal is and has been throughout my career to remain client focused first, and well informed. By knowing my client and knowing my industry, I am able to deliver focused, customized solutions to help meet the varying financial needs of my clients. With a rich background in delivering complex IT and financial solutions; I seek to uncover, analyze, and plan for the lifestyle, retirement, and legacy needs in an ever-changing financial landscape. As a Financial Advisor, I provide many services that include: Financial Planning, tax minimization strategies, stocks, bonds, mutual funds, exchange traded funds, life insurance, annuities, disability insurance, retirement planning, long-term care insurance, cash management, and lending solutions.

Experience

1. Financial Advisor Wealth Management

   Morgan Stanley

   Feb 2014 — Present · Alexandria, VA

   2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at or from your Financial Advisor.