Jonathan Lowery

Jonathan Lowery, CFP®

Senior Financial Planner
Alpharetta, GA
jonathan.lowery@bluetrust.com
(770) 280-6000
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Jonathan Lowery is a senior financial planner for the Sports & Entertainment Division of Blue Trust.

As a CERTIFIED FINANCIAL PLANNERTM certificant, Jonathan analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Jonathan earned his BS and master’s degree in business administration degrees from Samford University. While attending Samford, he was a multi-sport collegiate athlete, competing in both football and baseball. Jonathan was a four-year football starter and earned the honor of team captain his senior year.

Jonathan resides in Alpharetta, Georgia. He enjoys volunteering and being an active member of his local church.

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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