M
Mei Lowery Financial Advisor
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Stifel, Nicolaus & Co Incorporated

Building Wealth
with Clarity
& Confidence

With 18 years of experience, I provide personalized financial strategies that help individuals and businesses achieve lasting prosperity.

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18 Years Experience
$250M+ Assets Managed
0 SEC Disclosures
Mei Lowery
Portfolio Performance
Growth this year +12.4%
What I Offer

Comprehensive Financial Services

Tailored strategies for every stage of your financial journey, backed by the resources of a national firm.

Financial Planning

Comprehensive strategies tailored to your life goals, from retirement planning to estate preservation.

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Portfolio Management

Personalized portfolio construction for individuals, families, and small businesses.

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Pension Consulting

Expert guidance on pension structures, compliance, and optimization for businesses of all sizes.

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Investment Advisory

Data-driven investment strategies across equities, fixed income, and alternative assets.

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Risk Management

Protecting your wealth through diversification, insurance solutions, and hedging strategies.

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Educational Seminars

Empowering clients and communities with financial literacy workshops and seminars.

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The Person Behind the Advice

Trusted by Clients,
Driven by Purpose

With 18 years of experience and a client-first philosophy, Mei Lowery brings both professional excellence and genuine care to every financial relationship.

Client-centered approach — every strategy built around your life, not the market.

Community involvement — financial literacy seminars and local workshops.

Long-term partnerships — many clients have been with Mei for over a decade.

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Mei Lowery
Mei Lowery
Mei Lowery Financial Advisor
Mei Lowery
About Mei Lowery

A Trusted Partner
in Your Financial Journey

As a financial advisor at Stifel, Nicolaus & Co Incorporated, I bring nearly two decades of expertise in wealth management, portfolio strategy, and financial planning. My fee-based practice ensures our interests are aligned with yours.

Fee-Based Practice

Transparent compensation aligned with your success

Clean Regulatory Record

Zero SEC disclosures throughout entire career

National Firm Resources

Backed by 28,950 advisors at Stifel

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2009 — Present

Stifel, Nicolaus & Co

Senior Financial Advisor managing individual and institutional portfolios. 16 years of dedicated service.

2008 — 2009

UBS Financial Services

Began advisory career at one of the world's largest wealth management firms.

18
Years of
Experience

Ready to Take Control
of Your Financial Future?

Whether you're planning for retirement, growing your portfolio, or protecting your wealth — let's build a strategy together.

Schedule a Free Consultation