Team photo for Lowery Financial Partners
Lowery Financial Partners
A financial advisory practice of Ameriprise Financial Services, LLC

Meet the team

Elizabeth A Wallace, Financial Advisor serving the Appleton, WI area - Ameriprise Advisors

Elizabeth A Wallace

Financial Advisor
Lowery Financial Partners
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits

Education

  • Bachelor of Arts--College of Arts and Sciences--Marquette University, 2005
  • Masters of Arts in Education--Viterbo University, 2011

Previous experience

  • Client Service Specialist, Lowery & Associates, Ameriprise Financial Services, LLC, 2015-2021
  • Middle School Language Arts Teacher, Oak Creek, WI, 2006-2013

Community participation

  • Assistant volleyball Coach, Holy Spirit Catholic School, Kimberly, WI
  • Head Girls' basketball coach, Holy Spirit Catholic School, Kimberly, WI
  • Golf Outing for Technology Event Chairperson, Holy Spirit Catholic School, Kimberly, WI
  • Holy Spirit Parish Member

Interests

My husband and I have three children: Logan, Luke, and Jenny. I enjoy attending and coaching their sporting events, spending time with friends and family, hanging out with my two dogs, cooking, and cheering for Marquette basketball.

Connect with us

Lowery Financial Partners •

Elizabeth A Wallace may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.