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
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowProtect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read NowA half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read NowPaying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read NowHow to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now