Timothy C. Lowry, CFP®, ChFC® is Co-Owner and Partner, Vice President/COO of Dean, Jacobson Financial Services, LLC and has been with the firm since 2002. Prior to joining the firm, Tim worked as Associate Planner for an independent financial advisor in Nashville, TN. Tim specializes in investment management, comprehensive financial planning and wealth management. He is responsible for investment research for the firm and heads the firm’s Investment Allocations and Portfolio Models Committee. In this role, Tim oversees ongoing research for the firm’s investment policies and strategies, and sets target allocations for the firm’s model portfolios. As an advisor, he works

Tim Lowry
Co-Owner and Partner, and Vice President/COO
Dean, Jacobson Financial Services LLC
United States, Texas, Fort Worth
About Me
Profile Information
Co-Owner and Partner, and Vice President/COO
Dean, Jacobson Financial Services LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Fort Worth
Texas
United States
Sep 23, 2024
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