- 781-385-7263
- admin@lowreyfinancial.com
- 99 Derby St, Hingham, MA
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.
Co-Founder, Former Managing Partner
& 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.
Co-Founder, CEO & Director of Operations,
Licensed Financial Professional
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 Advisors 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 Advisors—developing its marketing strategy, managing operations, and building client relationships. Originally working at McKinsey & Co., 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 Advisors continues to provide the guidance and security that families need, ensuring that no one has to face life’s challenges unprepared.
Licensed Financial Professional
Jimmy Sullivan has been a valued member of the Lowrey Financial team since 2020. With a degree in Finance from Roger Williams University’s Gabelli School of Business, Jimmy brings a strong foundation in financial planning, investment strategy, and client service.
Originally from Melrose, Massachusetts, Jimmy attended Malden Catholic High School and has always had a passion for helping people navigate important life decisions. His local roots and approachable nature make him a trusted resource for individuals and families looking to gain clarity and confidence in their financial futures.
At Lowrey Financial, Jimmy focuses on building lasting client relationships and guiding individuals through personalized financial strategies tailored to their goals. He believes that clear communication, transparency, and long-term partnership are key to successful financial planning.
Jimmy appreciates the supportive and collaborative culture at Lowrey Financial, where everyone shares a common goal of doing what’s best for the client. He values the opportunity to learn from experienced mentors while also bringing his own perspective to the team.
When Jimmy is out of the office, he is most likely to be outdoors and enjoying time with his friends
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.
Creative Project Manager
Elias Levy is an experienced creative producer and audiovisual content specialist with over eight years of expertise in photography, videography, project management, and content strategy. Passionate and detail-oriented, Elias combines his technical mastery of industry-leading software such as Premiere Pro, Final Cut Pro, DaVinci Resolve, and Capture One with a strategic approach to storytelling and brand-building.
His extensive background includes work in luxury sectors, e-commerce, and agency environments, where he has successfully managed complex projects, coordinated creative teams, and driven impactful digital communication strategies. Elias’s distinctive ability to blend creativity with effective management has enabled him to produce engaging content across multiple platforms, from dynamic social media campaigns to high-quality print media.
Beyond his professional achievements, Elias is deeply passionate about climbing, often drawing inspiration from the sport’s discipline and focus. He channels this enthusiasm into every aspect of his professional life, ensuring each project reflects his dedication and personal commitment.
Currently, Elias continues to expand his expertise in content automation and innovative digital strategies, consistently seeking new ways to enhance efficiency and audience engagement. His approach is characterized by authenticity, meticulous attention to detail, and a relentless pursuit of excellence.