Burns M. Lowry
Burns M. Lowry
AEP®, CAP®, CLU®, ChFC®
firstname.lastname@example.org | 305.968.8826
For more than 30 years, Mac Lowry has been involved in the design and implementation of advanced planning strategies for some of the nation’s wealthiest families as well as leaders of Fortune 500 companies. In most cases, this involves working with the client’s other advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques.
Before forming Jones Lowry, Mac had a distinguished 25-year career with several national financial service firms. He served as the Managing Director and Senior Resident Officer at Bessemer Trust in Miami, National Director and Senior Vice President with Merrill Lynch Trust Company, National Director of Business and High Net Worth Planning, and Senior Director and National Sales Manager of Merrill Lynch Insurance Group.
Mac is an Accredited Estate Planner®, Chartered Advisor in Philanthropy®, Chartered Financial Consultant®, and Chartered Life Underwriter®. He is a member of the Palm Beach Economic Council; the Palm Beach County Estate Planning Council, and the East Coast Estate Planning Council.
He is a graduate of the Securities Industry Association Institute at The Wharton School of Business; and a member of the UK-based Society of Trusts and Estate Practitioners. He is a long-tenured member of the Association for Advanced Life Underwriting, the leading technical arm of the life insurance industry.