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Matthew R. Lowery

Matthew R. Lowery

CFP, CPA

AmeriTrust Investment Advisors

Myrtle Beach, SC

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1111 48th Ave N, Ste 115

Myrtle Beach, SC 29577-5440

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M. Radcliff Lowery is a native of Surfside Beach, SC, and has approximately 10 years of combined experience within the tax & financial planning industry. Radcliff is also a Certified Financial Planner (CFP) and Certified Public Accountant (CPA). After graduating Coastal Carolina University, with a dual major in Finance & Accounting, Rad spent two years with Deloitte, one of the big four national accounting firms. From there, he went into private practice with a Myrtle Beach, SC CPA firm, and also

Services Provided by Matthew R. Lowery

Financial Planning, Investment Management, Retirement Planning, Annuities, Life Insurance, Long Term Care Insurance, Tax Planning

Payment
  • Fee
Languages
  • English

Background Information for Matthew R. Lowery

Education
  • Coastal Carolina University
    Finance, Accounting
    2001
Licenses & Credentials
  • Certified Financial Planner
  • Series 6 Mutual Funds and Variable Annuities
  • Series 7 General Securities Representative
Associations


Previous Work Experience

Partner AmeriTrust Investment Advisors

2008 —  Present

+ All Work Experience

Recently Answered Questions by Matthew R. Lowery

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We always like to use the rule of 100. Take your age (e.g. 66) and 66% of your portfolio should be in SAFE (CDs, annuities, etc.) money. The rest can be in equities, stocks, etc.

4 additional answers | Answered almost 3 years ago

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