Josh Lowry

Financial Advisor at Wells Fargo Advisors

Role: Financial Advisor at Wells Fargo Advisors
Location: Dallas-Fort Worth, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Advisor
Wells Fargo Advisors
Feb 2015 — Present · Austin, TX, US
I work to understand the needs, goals, and desires of my clients so I can come alongside them to diligently build, manage, protect, and transition their financial wealth.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

Education

Texas State University
Bachelor of Business Administration (B.B.A.), Management
2000 — 2004

Skills

Leadership
Helping Others Succeed
Team Leadership
Public Speaking
Management
Investment Planning
Life Insurance
Finance
Etfs
Wealth Planning
Asset Allocation
Mutual Funds
Equities
Portfolio Analysis
Portfolio Construction
Customer Service
Entrepreneurship
Small Business
Financial Advisory
Wealth Planning Strategies
Wealth Transfer
Investments
Retirement Planning
Business Strategy
Account Management
Strategic Partnerships
Strategic Planning
Wealth Transfer Strategies

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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Experience

Financial Advisor

Education

Texas State University

Skills

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