About Marc V. Lowe

I’m a Long Islander at heart, a proud Northeastern grad, and a financial planning nerd who loves turning complex financial decisions into clear, practical strategies for real people.

💼 Investment Counselor at Fisher Investments (2020–2024)
Guided high-net-worth clients through portfolio allocation decisions, market education, and long-term planning strategies while delivering personalized investment advice at scale.
- 🏆 Recipient of Fisher’s 2023 Platinum Award, the firm’s highest recognition for client satisfaction.

📊 Charles Schwab – Associate Investment Consultant & Financial Service Professional (2017–2020)
Partnered with clients across Schwab’s managed and digital advisory platforms to deliver investment education, portfolio strategy guidance, and tailored financial planning solutions. Executed trades in mutual funds, ETFs, equities, and options, while collaborating with Schwab’s planning consultants and branch network to support clients’ broader financial goals.

🤝 Private Wealth Manager at Spartan Capital (2014–2017)
Built and managed a book of business by working with high-net-worth individuals, recommending individual securities, and managing discretionary portfolios.

🎓 Northeastern University graduate with a strong foundation in finance, psychology, and behavioral finance.

🔍 Known for blending Wall Street experience with a Main Street approach — bringing technical expertise and a human touch to retirement and financial planning.

Father of 3 and Husband to wonderful wife

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Fee-Only Network Profile: Fee-Only Network

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