Russ Lowry specializes in serving the business owner and high networth family markets. Through his fee based financial planning and investment advisory practice Russ helps his clients accumulate wealth, protect the wealth they’ve already accumulated and transfer it in tax efficient ways that support their personal and family values.
He has a Bachelor of Science degree from Fairfield University, is a graduate of The American College, earning the Chartered Retirement Planning Counselor (CRPC) designation and the Global Academy of Finance and Management, Chartered Wealth Manager (CWM) designations and holds the CERTIFIED FINANCIAL PLANNER® certification. Russ has been a continuing education instructor to hundreds of area accountants, realtors, and financial planners. He is a former member of the board of directors of The Society for Financial Service Professionals, and a registered representative of Lincoln Financial Advisors Corp, a broker/dealer (member SIPC) and an Investment Advisor Representative of Sagemark Consulting, a division of Lincoln Financial Advisors, a Registered Investment Advisor.
Prior to joining Sagemark, Russ held numerous Vice President and General Manager positions for both private and public technology companies. He was co-owner of Lincoln Computer Company, a network design and installation firm. During that time he invented a computer monitoring, help and security system called NetLinc™ which is in use today in hospital and healthcare systems supporting tens of thousands of users throughout the United States. He and his partners successfully sold their firm to an international, publicly traded company in 1998.
During his prior 25 years in business, Russ was responsible for the design and implementation of numerous financial planning, currency exchange and accounting systems for numerous well known global public corporations as well as many more local and regional companies.
He is a financial supporter of Wounded Warriors, Junior Achievement, the Hunger Project, and Wooster School, a private college preparatory school in Danbury, CT.
Currently living in Yulee, Florida with his wife Peggy, Russ is a golfer, boater, skier, defensive pistol competitor, and an experimental helicopter test pilot and mechanic.