Marc L. Lowell
Marc L. Lowell, CLU, ChFC is an Investor/Partner and Senior Advisor in the Company. Marc is a highly regarded Investment, Insurance and Tax Minimization Specialist. After graduating from The University of Florida in 1984 with a degree in Finance, Marc spent his first 3 years out of school as the Southeast Regional Vice President for Starkey Laboratories, a medical sales company. Upon entering the insurance and financial services industry in 1987, Marc quickly began the process of acquiring his CLU and ChFC. From the beginning he has concentrated almost exclusively in the investment, income, gift and estate tax planning marketplace.
In 1990, Marc was asked to help build a Florida based financial services organization which by 1999 became one of the most influential and recognized financial planning firms in the country. This success allowed his company to become one of the founding members of National Financial Partners (NFP), a N.Y. based firm headed by Jessica Bibliowicz (daughter of Sandy Weill former Chairman of Citigroup) , which has since become a publicly traded company on the NYSE.
After 3 years of continuing as a highly successful registered representative for NFP, Marc broke away to form the JMH Financial Group followed by MJ Financial Partners, LLC (mjfinancialpartners.com) . Marc and his firm MJ Financial Partners continue to rely on their strategic alliances with law, accounting and brokerage firms to serve as referral sources for their financial planning practice. MJ Financial Partners currently remains one of the few designated Financial Planning Firms in the state of Florida that is a member firm of the CPA2 Strategic Alliance.