Daniel M. Lowe

Senior Financial Advisor

Education & Other Highlights

Danny Lowe is an institutional retirement plan advisor based in Raleigh, NC.

Danny joined CAPTRUST in 2013 and serves as a senior financial advisor responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Daniel worked as senior executive benefits consultant with Principal Financial Group.


  • Bachelor of Arts degree in management from the University of North Carolina at Chapel Hill
  • Master of Business Administration degree from East Carolina University

Industry Designations

  • Registered Financial Consultant (RFC®)

Awards & Recognition

  • Barron’s Top Investment Consultants | 2019, 2020, and 2021 (Team Stanicek)
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Raleigh)


Quarterly Industry Insights: Hospitals & Healthcare Systems (Webinar Recording)

As their retirement plan advisor, CAPTRUST serves hundreds of the top hospitals and healthcare systems in the country. Our advisors recently completed quarterly review discussions with these clients. In this live, one-hour webinar, we discuss a few key takeaways from those reviews, with unique insights into how hospitals and healthcare systems are approaching retirement benefits in 2024.

Watch Now


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.