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R. Scott Lowke, CFP®, AIF®Senior Vice President, Financial Advisor

  • 400 North Tampa Street
    Suite 1800
    Tampa, FL 33602
  • 813.218.5022
  • LinkedIn

Scott joined CapTrust Advisors in Tampa in 2004. He became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Scott is currently a senior vice president 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 with a concentration in Sino/Soviet studies from James Madison University

INDUSTRY DESIGNATIONS

  • Accredited Investment Fiduciary (AIF®)
  • CERTIFIED FINANCIAL PLANNER

INDUSTRY INVOLVEMENT

  • Investment Management Consultants Association®

MEMBERSHIPS

  • Advisory Board, Big Brothers Big Sisters

Personal Profile

Hometown:
Richmond, VA
Qualities I Admire in People:
Intelligence, honesty, and humility