Patrick Lowe
My Mission Statement
My Story and Services
Patrick Lowe is an Executive Director, Financial Advisor, Senior Portfolio Manager, Global Sports and Entertainment Director, and Alternative Investments Director. He brings more than 25 years of experience advising ultra-high-net-worth individuals, families, and institutions — including athletes, entertainers, entrepreneurs, hospital foundations, and nonprofit organizations.
After beginning his career at Salomon Smith Barney, Patrick went on to join UBS, Merrill Lynch, and Wells Fargo before returning to the Morgan Stanley platform. At the firm, Patrick earned the elite title of Global Sports and Entertainment Director — reflecting the depth of his experience and understanding of the unique challenges clients face when managing significant wealth and narrow windows for earnings. Over the years, his dedication to client success has earned him national recognition, including being named to the Forbes Best-In-State Wealth Advisors list in 2021, 2022, 2024, 2025, and 2026.
As a Senior Portfolio Manager, Patrick focuses on a discretionary investment strategy; delivering bespoke, tax-aware portfolios designed to evolve alongside the needs of each client. His broad proficiency spans the nuanced financial lives of ultra-high-net-worth individuals and families — particularly those with complex balance sheets or concentrated, unpredictable income streams, such as professional athletes, entertainers, and entrepreneurs. As an Alternative Investments Director, Patrick provides eligible individuals and institutions access to world-class investment strategies spanning private equity, real assets, private credit, hedge funds, and digital assets. Blending disciplined portfolio construction with advanced planning around retirement income, liquidity, insurance, and philanthropy — he and the team help manage risk and grow wealth with purpose over many decades and multiple generations.
Outside the office, Patrick channels his drive into endurance sports, scuba diving, and photography — and he's never far from a bass guitar. A man of faith and service, Patrick volunteers through his local church and supports a variety of Southern California causes alongside Charlie. Together, they live in California with their two sons, Brandon and Matt.
2024 - 2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024, 2025, 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. For criteria & methodology, go to (https://www.morganstanley.com/disclosures/awards-disclosure)
2021, 2022, 2024, 2025, 2026 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022, 2024, 2025, 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award. For criteria & methodology, go to (https://www.morganstanley.com/disclosures/awards-disclosure)
NMLS#: 557649
CA Insurance License #: 557649
A Commitment to Preserving and Growing Family Legacies
UNDERSTAND, ADVISE, DELIVER... SUCCEED
As Global Sports and Entertainment Directors, Patrick Lowe has the dedicated experience, continuing education and access to world-class resources needed to understand the complexities and pressures facing high-achieving professionals in the sport and entertainment industries, and to help them make smart choices about how they save, spend, invest, borrow, preserve and give.
Built for the Big Stage.
We work with professionals who perform at the highest level — on the court, on camera, in the studio, and in the boardroom. As a Morgan Stanley Global Sports & Entertainment Director, Patrick is deeply attuned to the unique financial demands that come with fame, fluctuating income, and fast-paced careers. Our job is to help turn peak earning years into a foundation for long-term, multigenerational wealth.
Where Star Power Meets Staying Power.
Sudden wealth, compressed earning windows, and high public visibility demand a disciplined, discreet, and highly customized approach. That's why we build sophisticated strategies around your career arc — incorporating tax mitigation, insurance planning, real estate lending, and private investments — to help you preserve what you've earned and prepare for what's next.
Your Inner Circle, Aligned.
We understand the importance of collaboration. That's why we coordinate closely with agents, attorneys, and business managers to help ensure your financial life is integrated and intentional — not just reactive. We're here to help protect your future.
From Center Stage to Stewardship.
Whether you're signing your first deal or launching a business empire, we bring the full power of Morgan Stanley's Global Sports & entertainment platform to your side — with the resources, relationships, and rigor to support you at every step.
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
Wealth Management for Athletes and Entertainers
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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.
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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.
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Awards Disclosures | Morgan Stanley
