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Jonathan Lowery

Jonathan Lowery, CFP®

Financial Planner
Atlanta, GA

Jonathan Lowery is a financial planner for the Professional Athlete Division of Ronald 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.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald 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."

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

"Working with our Ronald 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."

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