Thomas LowellThomas LowellExecutive DirectorWealth Advisor
LinkedInAbout Thomas
Thomas Lowell is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a principal of The LK Group, he takes a team approach to deliver wealth planning solutions for a successful client base—high-net-worth individuals, real estate professionals, lawyers, doctors and corporate executives.
With proficiencies built over 35 years, Tom understands that an advisor's knowledge base can help enhance the value of potential outcomes. His strategic approach emphasizes portfolio development that aligns with individualized risk parameters and goals. Tom has a penchant for simplifying financial complexities and strives to organize all elements of the financial picture. Known for his ability to forge strong connections, he prides himself on being a trusted and caring resource for his clients.
Tom is a member of J.P. Morgan's Portfolio Manager Program, and stands among a small group of advisors who manage discretionary client portfolios and are subject to regular quantitative and qualitative reviews.
Born and raised in the suburbs of New York City, Tom is a graduate of Ithaca College, where he earned a B.S. in Business Administration. A collegiate athlete, he was captain of his varsity tennis team and held singles titles from prestigious conferences. Tom holds an M.B.A. in International Business and Finance from George Washington University.
Tom literally grew up in the investment business, discussing market transactions with his father around the kitchen table. Following in the family's footsteps, he began his career as a stock broker then formed a multigenerational wealth management team with his dad at Drexel Burnham. He has held similar roles at UBS and Merrill Lynch. Twelve years ago, Tom co-founded The LK Group to couple his portfolio development skills with a more disciplined planning protocol. In 2018, the team joined J.P. Morgan to offer a world-class investment platform and award-winning research delivered within a boutique and high-touch setting.
Having raised his son and daughter in Chappaqua, Tom divides his time between his New York and Palm Beach Gardens offices. He continues to remain active in the tennis community and is ranked in the state of Florida for his age group. Tom serves on the board for the Green Chimney's School in Brewster, New York, which is dedicated to offering educational programs and animal-assisted therapy that help children discover their inherent strengths in a nature-based environment.
Insights
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May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
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