About Me
With nearly two decades of experience, Brian Lowenthal helps clients remain laser-focused on their long-term investment goals through all market cycles. Leveraging broad knowledge of investment strategy and asset allocation, he collaborates with multi-generational families, corporate executives and not-for-profit organizations to create individualized wealth-management strategies tailored to their needs.
Brian launched his financial-services career in 1997 as an Assistant Vice President at Sanford C. Bernstein & Co. He later became a Financial Advisor at Merrill Lynch and a Director at Lehman Brothers/Barclays before joining his current Morgan Stanley team in. A dedicated student of the markets, Brian continually seeks new insights that can help clients make informed decisions.
A CERTIFIED FINANCIAL PLANNER® professional, Brian earned a B.A. in Communications from the State University of New York at Buffalo. Committed to giving back, he serves on the boards of Temple Beth David in Palm Beach Gardens and the Morse Geriatric Center.
Originally from New York, Brian now lives in Palm Beach Gardens with his wife and two daughters. Outside the office, he enjoys traveling, listening to an eclectic mix of music, and cheering on the Florida State Seminoles and New York Giants.
Securities Agent: AZ, MN, CO, SC, RI, NC, MI, NH, FL, NJ, ME, VA, KY, IL, GA, MA, DE, NY, MD, WA, PA, NV, CT, DC, CA; General Securities Representative; Investment Advisor Representative