Broker Check
Jim Lowry   CRPC  MBA

Jim Lowry CRPC MBA

Managing Partner

Jim is the  Managing Partner of The Wadsworth Group and Capital Plan Advisors. An LPL Financial Advisor and Chartered Retirement Planning Counselor* with previous Merrill Lynch and JP Morgan/Chase experience,  Jim has been serving customers for more than 20 years

Jim lives in Huntersville with his wife Lauren and their three sons Ronan, Conall and Dermot.

*CRPC conferred by College for Financial Planning.