Cooley & Lowe Wealth Management
Stephanie M Lowe
Financial Advisor|RICP®, CLTC®
Professional
I started my career in finance in 2004 working for a local credit union in Clinton, NY. In June 2008, I joined Northwestern Mutual as a Financial Representative. I have had the pleasure to be a part of two Financial Planning Practices, allowing me to grow & develop lasting relationships in a team atmosphere.
In June 2019, I decided to take a more active role in my personal practice and expand my role as a Financial Advisor. I look forward to meeting new people, hearing their story, and spending more time with my clients.
Personal
I grew up in the small town of Oxford, NY and have lived in the Utica area since 2003. I am married, and together my husband Steve & I spoil our 80lb. German Shepherd, Cali. We are very active, enjoy traveling, and have a true love for good food. Making it and eating it!
In my down time you can find me in my kitchen listening to music, drinking wine, and stirring something delicious on the stove. I truly believe the center of a home is the dining room table. My all-time favorite job however, is being an Aunt to Brielle, Chase, Lyam, & Laykon. They are the best parts of the day!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
CNY Birdies Fore Babies
Together with my husband Steve, we founded CNY Birdies Fore Babies. This is a non-for-profit organization that raises awareness and funding for couple's going through infertility. Each year we host a charity golf tournament that raises grant money to donate to a couple in the IVF process. At CNY Birdies Fore Babies, Inc., we believe everyone should have an opportunity to start a family. Our mission; to inspire hope one grant at a time.
Here are my areas of expertise
Financial Planning
Advisory Services
Insurance Protection Strategies
Investment Planning & Strategies
Business Employee & Executive Benefits Planning
Business Risk Management
Disability Planning
Multigenerational Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
