The Lowery Financial Group
Christopher R Lowery
Wealth Management Advisor|CFP®, CPA, CLU®, ChFC®, CASL®
Professional
When I made the decision to leave the world of corporate accounting in 1995, I was initially seeking independence from the conventional business model and the chance to make a difference. My career with Northwestern Mutual has afforded me the opportunity to actualize both of these goals, and it is my personal and professional relationships - with clients, associates, and the local community - that keep me driven.
As a Wealth Management Advisor, I take a holistic approach to working with my clients in helping them realize the vision for their financial futures. I equip them with the tools to navigate market highs and lows through a systematic process that relies on sound judgment and economic education.
Under my leadership as Managing Director, Northwestern Mutual - Fairview Heights has become a Top 10 District of Northwestern Mutual that provides comprehensive financial planning with an experienced team of specialists who know how to integrate wealth and risk management into a holistic financial strategy.
I am always happy to talk through questions you may have regarding financial planning or if you know someone I should meet regarding joining our team. Feel free to contact me directly:
(618) 589-7012
chris.lowery@nm.com
www.northwesternmutual.com/financial/advisor/chris-lowery
Designations and Certifications
Christopher Lowery believes in constant learning and certification is critical to providing expert help and service to his clients. Chris has achieved the following:
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor for Senior Living (CASL®)
- Certified Public Accountant (CPA)
Education
Bachelor of Science in Accounting from Miami University
Awards and Recognition
Million Dollar Round Table, Qualifying Member, 2000-2008, 2022
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table, Qualifying/Life Member, 2009-2020
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award, 2000-2018
Award recognizing persistency and performance
National Sales Achievement Award 1999, 2001, 2003-2010
Award recognizing performance
NAIFA Quality Award, 2011-2018
Award recognizing commitment to excellence in service to clients and industry
Associations and Memberships
- National Association of Insurance and Financial Advisors (NAIFA)
- Society of Financial Service Professionals (FSA)
- Big Brother's Big Sister's- Board Member
Chris and his team encourage you to review the background of every financial professional you may work with at www.finra.org. The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for all securities firms doing business in the United States. All told, FINRA oversees nearly 5,000 brokerage firms, about 173,000 branch offices and approximately 677,000 registered securities representatives. The report summary provides an overview of the broker's professional background and conduct. Please press the "view full PDF report" button.
Areas of Expertise
As a representative of the Northwestern Mutual Wealth Management Company, I am able to provide you with customized recommendations that will help you plan for your financial future.
Wealth Management
Trust Services
Financial Planning
Investment Planning & Strategies
Insurance Protection Strategies
Business Employee & Executive Benefits Planning
Retirement Planning & Income Strategies
Long-Term Care Planning
Personal
Chris Lowery was born and raised in Belleville. He currently resides in O’Fallon with his wife, Marci, and two boys, Quinn and Logan.
Chris and his family love traveling, and attending Mizzou Football and St. Louis Cardinal games. Since Chris was a kid, thoroughbred horse racing has always been a passion of his. He enjoys attending the races with family every chance he gets.
Chris is very active in his community and is involved in:
One of our Guiding Values – Generosity
"The Secret to Living is Giving."
The Lowery Financial Group takes pride in their community and are dedicated to providing a higher quality of life for its members. They promote social responsibility, encourage active participation, and embrace positive change. The team understands that their involvement will make a lasting difference that will help ensure the long-term vitality of the community and its members.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
Northwestern Mutual - Fairview Heights is proud to participate in Northwestern Mutual's "Race for Childhood Cancer Research" every year in Milwaukee, WI. Our team members come together to raise over $25,000 annually to benefit Alex's Lemonade Stand. ALSF funds cancer research, raises awareness, and supports the families of children with cancer.
Christian Activity Center (CAC)
The CAC is a non-profit, faith based ministry located in the heart of East St. Louis. The CAC provides comprehensive after-school programming to more than 4,000 children a year in the areas of education, recreation, and health. Their mission is to prepare youth in East St. Louis for successful futures, spiritually, academically, and physically. Northwestern Mutual- Fairview Heights sponsors multiple events to benefit the CAC. Our largest event is their annual "Golf for a Brighter Future" golf tournament. In 2017, we raised over $51,000 to benefit the CAC. We also provide families with Christmas, school supplies, and other various donations throughout the year.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
