Harris Lowe, CFP®

Investment Advisor

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Harris Lowe, CFP®

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Harris Lowe is a Financial Advisor with over 20 years in the Financial Services industry. Harris has been a CERTIFIED FINANCIAL PLANNER™ since 2008 and uses his experience to focus on investment management, retirement planning, and business succession planning. Harris is passionate about the planning process and integrates a comprehensive approach with each of his clients. Prior to joining Capital Investment Advisors (CIA) in 2017, Harris worked for Reliance Trust Company and SunTrust Bank where he built his wealth management practice working with business owners, families, and retirees.

Harris enjoys working on business owner planning and retiree income planning. He’s an entrepreneur at heart. Out of grad school, Harris co-founded a start-up in the dot-com days in San Francisco. He later transitioned his focus to other business owners at PriceWaterhouseCoopers where he was a management consultant to small businesses. He continued this trend with SunTrust’s Business Owner Specialty Group working to develop business succession plans, risk analysis, and estate/tax planning. Additionally, Harris’ passion rests in developing retirement income plans to help those planning to retire, or those already retired. He focuses on building customized income generating portfolios to meet the income needs of his clients.

 

He is a native of St. Petersburg, FL and graduated from The University of the South, Sewanee with a B.A. in History. He also attended Thunderbird Graduate School of International Management, where he attained his International MBA. Harris lives in Atlanta with his son Harris and labradoodle Mazie. He is active in his church at All Saints Episcopal and with the Chattahoochee River Keeper. Harris is also an avid international traveler and cook and loves to fly-fish on the Chattahoochee.

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