Colton Lowery, CRPC®
My Mission Statement
My Story and Services
Colton’s passion for finance was sparked in high school and was further fueled by his involvement in a campus organization that managed investment portfolios. This early exposure led him to appreciate the significance of financial literacy and inspired him to pursue a career as a Financial Advisor. His approach is deeply rooted in personalized strategies and collaboration, seeking to ensure that every client’s financial situation is handled with utmost care and precision. He finds great joy in building lasting relationships with his clients, helping them achieve their financial goals and celebrating their milestones.
Outside of his professional life, Colton is an active member of his community, committed to promoting financial awareness among young people. He enjoys an active lifestyle with his fiancée and their beloved dogs and cheering on their local sports teams. Known for delivering exceptional service, Colton provides investment strategies that seek to help ensure his clients’ portfolios are aligned with their long-term financial aspirations.
NMLS#: 2469968
My Commitment to You
The relationships I build with clients are grounded in trust, transparency, and a genuine commitment to helping them succeed. I believe financial advice should feel personal, approachable, and tailored to your goals—not transactional. These principles guide every client relationship and shape the experience I strive to provide for individuals, families, and future generations alike.
Your best interests always come first. As a fiduciary, I'm committed to providing guidance that is aligned with your goals and centered around what is right for you—not what is simply suitable.
I believe strong communication matters. Whether you prefer to connect by phone, email, or in person, I make it a priority to be available, attentive, and responsive when you need guidance or support.
Part of my role is providing thoughtful, straightforward advice—even when the conversations are difficult. My clients value knowing they can count on honest perspectives delivered with care and professionalism.
Financial planning works best when there is openness and understanding. I believe in clear conversations around strategies, costs, and expectations so you can make informed decisions with confidence.
Markets and circumstances will change, but consistent communication remains essential. Whether times are favorable or uncertain, I stay engaged and committed to helping you navigate each stage with confidence.
Investing and financial planning can feel overwhelming. I aim to simplify complex topics and provide guidance in a way that is practical, understandable, and easy to apply to everyday life.
Emotions can often influence financial decisions. I help clients stay focused on long-term goals and avoid reactive decisions that may disrupt an otherwise strong financial plan.
I'm dedicated to continuous growth and learning so I can serve my clients at the highest level. Through ongoing education, market research, and professional development, I work to remain a trusted and knowledgeable resource for the people who rely on me.
Modern Wealth Tools
Our suite of digital tools is built to simplify and enhance every part of your financial life. Below are a few of the resources and technologies available to our clients.
Manage your investments and day-to-day finances securely and conveniently in one centralized platform.
Gain a more complete picture of your financial life by securely linking external accounts. Total Wealth View provides a holistic perspective for planning and the convenience of viewing everything in one place.
Securely store, organize, and share important financial documents—including statements, tax documents, authorizations, and other key records—with ease.
Access the power of Morgan Stanley Online directly from your phone, with mobile-friendly tools designed to make managing your finances simple and convenient wherever you are.
Protecting your personal information and financial accounts remains a top priority. Explore tools and resources designed to help keep your information secure.
Reserved Living & Giving is Morgan Stanley's complimentary client loyalty program, offering exclusive lifestyle experiences, benefits, and curated opportunities designed to enrich your relationship with the firm beyond traditional wealth management.
Market Insights
I believe financial concepts should be clear, approachable, and actionable. My goal is to help clients better understand the strategies, decisions, and market forces shaping their financial future.
I'm committed to providing timely resources and thoughtful commentary so clients can stay informed on market trends, economic developments, and topics influencing the financial and business landscape. Below are a few insights and resources we regularly share.
- Chart of the Week
- Fixed Income Insights
- Market & Liquidity Trends
- Tactical Allocation Perspectives
Hosted by Mike Wilson and other Morgan Stanley leaders, this podcast explores the trends, themes, and forces influencing today's markets and economy.
Timely market commentary and analysis from Morgan Stanley's thought leaders covering topics such as global equities, fixed income, economic policy, and broader market developments.
Featured topics often include:
Listening to real money conversations can be a practical way to sharpen your own decision process—especially during life transitions.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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.
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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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
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