Chris Lowery CFP, CLU, ChFC, CASL, CPA in

Chris Lowery CFP, CLU, ChFC, CASL, CPA

Inquirer · DISC type cd
Wealth Management Advisor & Managing Director at Northwestern Mutual
📍 Belleville, Illinois, United States

Chris is a Managing Director and Wealth Management Advisor at Northwestern Mutual, where he leads a top-ranked team. A former CPA with KPMG, he holds CFP® and CASL® certifications and earned his Bachelor of Science from Miami University. He specializes in holistic financial planning for his clients.

Chris is a Cincinnati native where he lives with his wife and three sons. He is an avid golfer and is actively involved in his community, supporting youth empowerment through The Anthony Muñoz Foundation and childhood cancer research with Alexs Lemonade Stand Foundation.

He has achieved Northwestern Mutuals Forum recognition, one of the companys highest honors for its financial professionals.

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Experience
33 Years
Current Role
Wealth Management Advisor & Managing Director
Job Level
Mid-senior
Location
Belleville, Illinois, United States
Personality Overview

How Chris shows up

Judgemental
Upfront
ROI Conscious

They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact. They respond well to confident salespeople.

Priorities

Topics Chris cares about

Holistic Financial Planning
His professional focus involves creating comprehensive, long-term financial strategies tailored to individual client needs, a core part of his practice.
Talent Recruitment
As a Managing Director, his headline states he is "Actively Seeking Top Talent, " indicating a focus on team growth and mentorship.
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Career

Work history

9-1995
Wealth Management Advisor & Managing Director
Northwestern Mutual
9-1992 - 9-1995
Staff Accountant & CPA
KPMG US
In the press

Media appearances

Christopher Lowery - Northwestern Mutual - Forbes Profile. Featured in Forbes
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Education
1988 - 1992
Bachelor of Science - BS
Miami University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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