Advisor profile


My approach

Stan Lowenstein - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Stan Lowenstein - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Series 66 Series 31 Series 9 Series 10

Education

  • 1991 BA University of Georgia Business School

Interests

Golf, Travel and Music

Community participation

Jewish Educational Loan Fund

Atlanta Food Bank

The Temple

Awards & recognition

  • Ameriprise Circle of Success, 2015, 2016
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Executive Board Member JELF

Previous experience

  • 2002-2014 Morgan Stanley Branch Manager/ Financial advisor, 12