With 20 years of experience in the financial services industry, Joshua Lowe, advises clients on a broad range of financial planning strategies. As a Branch Manager and Financial Advisor for Raymond James, located in Lakewood Ranch, Florida, he focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.
Offering a wide range of investment services and alternatives, Josh is committed to helping you achieve your financial goals. Specializing in asset management for high net worth clients nearing or currently in retirement, he works to design investment portfolios to meet their individual needs. Service is what sets Josh apart from others in the industry. Whatever your needs may be, he will put you—and your needs—first.
Before joining Raymond James as a financial advisor, Josh worked at Bank of America Investment Services, where he managed affluent clients in the Premier Banking and Investment Department at the Lakewood Ranch Wealth Center as a senior Vice-President. He also held the position of Wealth Manager with Wachovia Securities prior to being recruited by Bank of America, where he managed their investment program with offices in Sarasota and Lakewood Ranch. Additionally, he currently holds the Series 7 Securities license, Series 63, 65, and 24, which is a supervisory principal license.
Josh graduated from Auburn University in Montgomery, Alabama, Cum Laude, in 1996, where he was a four year letterman in baseball. He is very proud to have been recognized as an Academic All-American, while playing athletics with Auburn. Josh has also been recognized for the past three years by Five Star Wealth Management for the Top Wealth Manager of the Year. He also was honored in 2013 by Raymond James for achieving the Executive Council for recognition and dedication to clients and high levels of professional performance in the industry.
Originally from Montgomery, Alabama, Josh currently resides in Lakewood Ranch, Florida, with his wife Jaimi, who is a school teacher in Lakewood Ranch, and his daughter Jorja. When he is not working with his clients, Josh enjoys playing golf, traveling, and spending time with his family.