Your Local Financial Advisor
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.
Jake Lowrey
Co-Founder, Managing Partner, Former Financial Advisor
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 Lowrey
Co-Founder, CEO & Director Of Operations, Licensed Financial Professionnal
Victoria Lowrey knows firsthand the power of resilience. When faced with unimaginable loss, she found the strength not only to carry on but to lead. In 2005, she and her husband, Jake, founded Lowrey Financial Group (LFG) with a shared vision: to help families plan for life’s uncertainties. Having experienced the challenges of managing his mother’s estate at just 19, Jake was determined to ensure others wouldn’t have to face similar hardships alone.
From the very beginning, Victoria played a key role in shaping LFG—developing its marketing strategy, managing operations, and building client relationships. Originally working at McKinsey & Company, she brought her expertise to the firm, helping to establish it as a trusted resource for pre-retirees and retirees.
That mission became even more personal when she lost Jake unexpectedly. Suddenly a widow, a mother of twins, and the sole leader of LFG, Victoria was determined to continue the work they had started together.
With an MBA in Management, fluency in five languages, and nearly two decades of experience in financial planning, Victoria is dedicated to empowering individuals—especially women—to take control of their financial futures. Under her leadership, LFG continues to provide the guidance and security that families need, ensuring that no one has to face life’s challenges unprepared.
Jimmy Sullivan Jr.
Licensed Financial Professional
Jimmy Sullivan joined the Lowrey Financial Group team in 2020, bringing fresh perspective and a deep commitment to helping clients achieve financial confidence. He earned his degree in Finance from Roger Williams University, where he studied within the Gabelli School of Business and developed a strong foundation in financial planning and investment strategy.
A Massachusetts native, Jimmy grew up in Melrose and attended Malden Catholic High School. His local roots and connection to the community align perfectly with Lowrey Financial Group’s mission of guiding families and individuals toward secure, well-structured retirement plans.
When asked about his favorite part of working at Lowrey Financial Group, Jimmy says it’s the opportunity to collaborate with a team that shares the same values and dedication to client success.
Outside the office, Jimmy enjoys spending time outdoors and staying active with friends — whether that means hiking, playing sports, or simply taking in New England’s scenic landscapes.
Dounia Owaritny
Operations Manager
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.
Elias Levy
Creative Project Manager
Elias Levy leads the creative strategy and content production for Lowrey Financial Group, overseeing all aspects of digital storytelling, brand identity, and campaign execution. As Creative Project Manager, he bridges the gap between strategy and design — ensuring that every piece of content reflects the firm’s mission to educate, empower, and connect with clients across Massachusetts.
With eight years of experience in photography, video production, and digital communication, Elias brings a refined eye for detail and a deep understanding of visual storytelling. He manages creative workflows from concept to delivery, coordinating designers, copywriters, and marketing partners to produce consistent, high-quality visuals across social media, web, and print.
His work focuses on translating complex financial topics into clear, engaging narratives that help clients make confident, informed decisions about their future. Driven by curiosity and precision, Elias combines creativity with structure — ensuring every campaign is not only visually compelling, but strategically aligned with LFG’s growth and community values.