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.
