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    Paul Lowerre

    Financial Advisor: Comprehensive Investment and Financial Planning; Retirement Planning

    Paul Lowerre is a financial advisor with expertise in financial planning, investment management, and specialized services for high-level professionals and artists with unpredictable earnings.

    With a focus on assisting high-level corporate executives and professionals in managing complex compensation and retirement plans, Paul helps clients gain clarity on their financial goals and secure their financial future.

    Paul also offers specialized financial and investment planning services tailored to the unique needs of theater, film, and music artists.

    His approach to investment management involves a personalized risk-tolerance analysis to create well-diversified and properly allocated portfolios.

    Paul Lowerre is a Registered Financial Advisor in multiple states.

    He holds a Bachelor of Arts in Political Science from Marymount Manhattan College and has also studied at St. Mark's School, Southborough School, and Franklin University Switzerland.

    In terms of professional experience, Paul Lowerre previously held positions such as Senior Vice President - Wealth Management at UBS, Trustee at Marymount Manhattan College, and Account Vice President at Kidder Peabody.

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    Location

    Greater New York City Area