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Trusted Advisors. Proven Experience. Personal Commitment

At Lowrey Financial Group Advisors, every member of our team is here because they believe in something deeper; that caring, listening, and showing up matter just as much as expertise. We don’t just work with numbers–we work with people, stories, and families. We take pride in walking beside our clients through life’s biggest decisions, knowing that trust is earned, not assumed. When you work with us, you’re not a file or a portfolio. You’re someone we genuinely care about–and that makes all the difference.

With 20 years in the financial services industry and licensed with AE Wealth since March 2023, Jake Lowrey was a financial professional who helped optimize strategies for any client – whether a C-suite executive, a small business owner or a retiree planning their next chapter.

In 2005, he started Lowrey Financial Group, pledging that his clients would have the best opportunity for a “Confident Financial Future” and creating his five-step “Financial Confidence Plan.”

With Lowrey Financial Group, he continued that mission. He was also the host of the popular “Mass Wealth Radio” weekly radio show, on which he discussed trends and news in finance, health care, retirement, legacy planning, and more, and answered questions from listeners across the country.

Jake’s experience and attention to detail has made him a prominent voice in the retirement planning space. His experience garnered national news coverage in Forbes, Fox Business, Financial Advisor Magazine, and Kiplinger.

Jake was also a dedicated supporter of the Jimmy Fund and Mercy Ships, a global charitable organization that provides health care for children and families in need around the world.

Victoria has an MBA in Management, speaks, reads and writes in five languages. She has more than 18 years’ experience working with pre-retirees and retirees, as well as a vast background in Long-Term Care. She helped Jake start Lowrey Financial Group while she was working for McKinsey and Company as well as being in of charge of behind-the-scenes preparation from marketing to answering phones and greeting clients.

On top of raising ten-year-old twins, Aden and Lilya, Victoria is a big supporter of the Jimmy Fund and an avid reader.

Jimmy Sullivan was brought onto the Lowrey Financial Team in 2020. He received his education from Roger Williams University, focused on Finance within the Gabelli School of Business. Jimmy grew up in Melrose, Mass and attended Malden Catholic High School. According to Jimmy, his favorite part of working at Lowrey Financial so far has been building a great relationship with the team. When Jimmy is out of the office, he is most likely to be outdoors and enjoying time with his friends.

Dounia joined the Lowrey Financial Team as an Operational Manager, bringing a strong background in finance, operations, and multilingual communication. A graduate of Penn State University with a Bachelor of Science in Finance, Magna Cum Laude, Dounia also attended High Point University, where she honed a passion for operational efficiency. In addition to her professional expertise, Dounia is fluent in three languages, which enhances her ability to communicate effectively in diverse environments. In her role, Dounia focuses on streamlining operations and ensuring smooth day-to-day processes at Lowrey Financial. What Dounia enjoys most about working here is the opportunity to collaborate with a dedicated team. Outside of the office, Dounia enjoys attending concerts, cooking, and experiencing live sports events, all while spending quality time with friends and family.

Your advisors

Jake Lowrey

Victoria Lowrey

Jimmy Sullivan Jr.

Dounia Owaritny

Elias Levy

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