Marc Lowlicht
President-Wealth Management Division
A.G. Edwards & Sons, Inc.
Before joining the Firm, Marc Lowlicht was a Vice President of Investments at A.G. Edwards & Sons, Inc., acting as the manager of investment managers for high net worth individuals, and assisting clients with sophisticated wealth management solutions. While there, he was awarded the firm’s Retirement Planning Consultant, and Estate & Trust Service Consultant designations.
Mr. Lowlicht began his career in 1988 at Drexel Burnham Lambert, working directly under a senior officer marketing his retail division to high net worth individuals. Upon graduating in 1989, Mr. Lowlicht entered Smith Barney as a financial consultant where he developed solid ongoing client relationships (and subsequently their extended families). In 1992, Mr. Lowlicht joined The Dratel Group, Inc., a New York Stock Exchange member firm, where he specialized in managing the investments of high net worth individuals, at the same managing the operations of the Manhattan branch office. While at The Dratel Group, Mr. Lowlicht earned his Certified Financial Planning license. In 1999, Janney Montgomery Scott, LLC acquired Mr. Lowlicht’s portion of The Dratel Group, and recruited him to spearhead their East Hampton branch office. Mr. Lowlicht’s business focus and expertise are in implementing sophisticated wealth management strategies through risk management and understanding client goals and objectives. He has been named one of America's best financial planners by the Consumer's Research Council of America from 2005 to 2010. Mr. Lowlicht has been quoted in numerous business publications including Forbes and Worth Magazine as well as being a featured guest on Fox Business News. Marc is also a regular contributor to Forbes’ Intelligent Investor Panel.
Mr. Lowlicht was born in 1967. He received his B.A. degree in Finance from The George Washington University, his CFP® in 1999, and a M.S. in Financial Planning in 2005. He lives in East Hampton, New York with his two daughters.