Jim Lowry CRPC, MBA, CPFA
Toll Free: 855-624-7451 | Local: 704-896-0701
Jim Lowry is an LPL Financial Advisor and Chartered Retirement Planning Counselor who founded Capital Plan Advisors in 2005 with his partner, Beau Horack. The group specialized in company retirement plans, as well as, individual retirement planning. Jim was previously a Retirement Plan Specialist with Merrill Lynch and a Small Business Specialist with JP Morgan/Chase.
Jim is currently a Managing Partner with Capital Plan Advisors. A graduate of St. Thomas Aquinas College, he has an MBA in Finance and over 20 years of experience in the financial services industry. Jim currently lives in Huntersville, NC with his wife, Lauren and three sons Ronan, Conall and Dermot.