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R. Scott Lowke, AIF®, CFP®

R. Scott Lowke, AIF®, CFP®

Principal,
Financial Advisor

  • Richmond, VA
  • Undaunted Courage | Dances with Wolves
  • August Wilson, Ben Franklin, and Elon Musk
  • With all its sham, drudgery, and broken dreams, it is still a beautiful world. Be careful. Strive to be happy.
  • Intelligence, honesty, and humility

Financial Advisors

Scott Lowke is an institutional retirement plan advisor based in Tampa, FL.

Scott joined CapTrust Advisors in Tampa in 2004. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Scott is currently a principal and financial advisor responsible for providing investment advisory services to fiduciaries of foundations and endowments and comprehensive wealth management services to high-net-worth individuals. Prior to joining the firm, Scott worked as a senior consultant at Frank Russell Company and Aetna Capital Management. He has worked in the industry since 1983.

Education

  • Bachelor of Science degree in international relations from James Madison University

Industry Designations

  • Accredited Investment Fiduciary®
  • CERTIFIED FINANCIAL PLANNER™

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2021 (Team Bailey)
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Tampa)

Industry Involvement

  • Investment Management Consultants Association®

Memberships

  • Advisory Board, Big Brothers Big Sisters
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