Angie Lowery, CRPC®
Senior Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(731) 891-9081(731) 891-9081
Toll-Free:
(800) 965-0293(800) 965-0293
My Mission Statement
Helping clients like you achieve your retirement and investing goals.
My Story and Services
With a career spanning almost three decades in the financial services industry, Angie’s passion for finance and economics blossomed during her academic years at The University of Tennessee at Martin, leading her directly into the field post-graduation in 1996. Angie’s unique, client-centered approach is conversational and detail-oriented, fostering a relaxed environment where life’s financial decisions are carefully mapped out and regularly reviewed.
Angie’s office doors have always been open Monday through Friday, a testament to her focused work ethic and commitment to her clients' well-being. She believes in understanding the intricate details of her clients' lives, allowing her to create tailored strategies and conduct ongoing reviews to ensure their financial plans remain aligned with any life changes.
She focuses on being caring, attentive, friendly, and a knowledgeable resource for her clients. This client-centric approach is complemented by the teams Portfolio Associate, Amy Eubanks, who is instrumental in addressing clients' immediate needs with precision and care.
Beyond finance, Angie is deeply committed to her community, having served on boards for organizations like WRAP, the Carl Perkins Center, Jackson Exchange Club, and the West Tennessee Pickleball Association, advocating for causes from preventing intimate partner violence to child abuse, and promoting healthy community activities. She also volunteers at the Dream Center of Jackson and RIFA, where she helps break the chronic cycle of homelessness for women and serves lunch regularly with the love of Christ, respectively.
A mother of two, a grandmother to four, and a devoted church member, Angie cherishes family and faith. She leads a HomeGroup, has recently completed a three-year seminary-level program at her church called Fellowship University, and enjoys mountain biking, pickleball, running, hiking, traveling, and cooking. A fun fact about Angie: every year she and her family scale Colorado's 14ers (Mountain’s that rise to an altitude of greater than 14,000 feet), embracing the adventure and the bond it fosters.
Angie joined Morgan Stanley in 2015, bringing with her a profound understanding of finance and a Senior Portfolio Manager designation, ready to scale financial heights with her clients just as confidently as she does mountains.
Angie’s office doors have always been open Monday through Friday, a testament to her focused work ethic and commitment to her clients' well-being. She believes in understanding the intricate details of her clients' lives, allowing her to create tailored strategies and conduct ongoing reviews to ensure their financial plans remain aligned with any life changes.
She focuses on being caring, attentive, friendly, and a knowledgeable resource for her clients. This client-centric approach is complemented by the teams Portfolio Associate, Amy Eubanks, who is instrumental in addressing clients' immediate needs with precision and care.
Beyond finance, Angie is deeply committed to her community, having served on boards for organizations like WRAP, the Carl Perkins Center, Jackson Exchange Club, and the West Tennessee Pickleball Association, advocating for causes from preventing intimate partner violence to child abuse, and promoting healthy community activities. She also volunteers at the Dream Center of Jackson and RIFA, where she helps break the chronic cycle of homelessness for women and serves lunch regularly with the love of Christ, respectively.
A mother of two, a grandmother to four, and a devoted church member, Angie cherishes family and faith. She leads a HomeGroup, has recently completed a three-year seminary-level program at her church called Fellowship University, and enjoys mountain biking, pickleball, running, hiking, traveling, and cooking. A fun fact about Angie: every year she and her family scale Colorado's 14ers (Mountain’s that rise to an altitude of greater than 14,000 feet), embracing the adventure and the bond it fosters.
Angie joined Morgan Stanley in 2015, bringing with her a profound understanding of finance and a Senior Portfolio Manager designation, ready to scale financial heights with her clients just as confidently as she does mountains.
Securities Agent: AK, PA, LA, GA, AL, SC, NY, TN, NV, IN, FL, CO, UT, OK, NE, IL, VA, NC, AR, MO, KY, KS, WI, TX, MS, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 590370
NMLS#: 590370
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1382 Union University Dr
Jackson, TN 38305
US
Direct:
(731) 891-9081(731) 891-9081
Toll-Free:
(800) 965-0293(800) 965-0293
Fax:
(731) 438-4051(731) 438-4051
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Angie Lowery today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
