3 weeks ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
- With CAPTRUST Since 2013
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Daniel M. Lowe
Senior Financial Advisor
- Clayton, NC
- The Bible | Shawshank Redemption
- My two deceased grandfathers
- If it’s meant to be, it will happen.
- Integrity, genuineness, and drive
Financial Advisors
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.
Education
- 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)
News & Resources
Announcements
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
