Our People

 

Eric Lowell

Eric Lowell, CFP
RVP – Northwest

Eric Lowell is a regional vice president in the private client group at Tortoise, covering the wirehouse, independent and registered investment adviser channels in the Pacific Northwest region of the U.S. He has more than 20 years of experience in the financial services industry. Previously, Eric owned a State Farm Insurance Agency, where he assisted clients in managing the risks of everyday life and helping them recover from the unexpected. His prior experience also includes serving as an external wholesaler for Phoenix Life, where he built a top-ranking territory while working on the variable annuity distribution team. He also spent eight years as a financial adviser at Commerce Brokerage Services and Morgan Stanley, where he helped clients achieve their financial goals by implementing an overall financial planning process. Eric has a Bachelor of Science in business administration from the University of Kansas and is a Certified Financial Planner (CFP®) professional. He also holds Series 7, 63 and 65 licenses. At home in the East Bay area, Eric is married and has three sons. He is an avid fan of the KC Royals and University of Kansas basketball. He enjoys spending time with family, playing drums for the past 30 years, exercising and being outdoors.

 

Firm Overview (At 7/31/2018)

 

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