Jack Lowe is a Wealth Advisor at Heritage Wealth Advisors. With over five years in his current role, he works closely with multiple generations of families and is not simply an advisor, but an advocate and a trusted member of their team.

The most important aspect of Jack’s role is listening intently to his clients’ specific needs and concerns and being flexible in coming up with customized solutions for each unique client in a hands-on and efficient manner. His depth of understanding of a family’s finances and needs across generations allows him to build real connections and trust with his clients so they can work together toward a common goal.

Jack is passionate about the full experience as it relates to building relationships with his clients, whether he’s helping them to navigate a difficult situation or to celebrate important milestones.

Prior to joining the team at Heritage, Jack worked for a firm in Washington, D.C., where he specialized in retirement planning and wealth management.

Currently serving as chairman of Greater Richmond’s Fit4Kids Young Professionals Board, Jack has spent over four years fundraising for the organization after being referred by one of Heritage’s clients. Fit4Kids’ mission is to educate elementary-aged students in Richmond Public Schools about nutrition and exercise by working with teachers to add gardens to school grounds, as well as supplementing funds to schools that have cut recess to encourage exercise and play for kids.

Jack earned a Bachelor of Science degree from Virginia Tech in Applied Economic Management with a concentration in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is working toward his Enrolled Agent designation.

Jack and his wife stay active through pickleball, as well as hiking/trail running with their American Foxhound mix.