CoverProfile

Tim Lowry

Co-Owner and Partner, and Vice President/COO

Dean, Jacobson Financial Services LLC

United States, Texas, Fort Worth

About Me

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

View more

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

More profiles to browse

Profile Photo
Jeff Schmeltekopf
Owner & Partner
Profile Photo
Jonathan Dumas
Owner & Partner
DJ
Don Jacobson
Financial Advisor, Managing Member, Owner & Partner

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)