Alec S Lowell
2101 NW Corporate Blvd Ste 211
Boca Raton FL 33431
888.667.4750 Ext. 704
"My friends often ask when they should start planning for retirement and succession. I’d say yesterday’s just fine."
Alec is a CERTIFIED FINANCIAL PLANNER® with extensive knowledge in the insurance and financial services industries. Since graduating from The Ohio State University in 2014 with a degree in Finance, his focus has been on methodically serving the financial needs of individuals, families, and businesses alike. In an industry that oftentimes focuses its attention on the older generations of wealth, Alec strives to disrupt the financial planning profession’s “status quo” by providing appropriate guidance to those that want and need it – Regardless of age or demographic. Native to South Florida, he enjoys giving back and is involved in several local community out-reach programs. Alec currently lives in Fort Lauderdale with his fiancé, Danielle, and is set to tie the knot in December of this year.
Education and Professional Certification
The Ohio State University, BA – Finance
The Jewish Federation of Broward County’s Young Leadership Division, BNI (Business Networking International) – Fort Lauderdale Chapter, Lifestyle Magazine’s Who’s Who – Men of Influence
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