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John Lowrie
Account Vice President
Galleria Financial Center
5065 Westheimer Road, Ste 1000
Houston, TX 77056
713-965-8174
800-437-0010
855-572-7949 fax
john.lowrie@ubs.com
In today’s fast-paced world, few people have the time or resources necessary to manage their investments. We can help. Whether it’s planning for retirement, a child’s education or the start of a new business, we’ll take the time to understand your needs so that together we can develop a personalized wealth management plan. We can also advise you on changing market conditions, and suggest a periodic review to re-evaluate your investment goals and strategies.

Investment Insights
My Perspective
Corporate Profile CorporateProfile.pdf (370kb)
Wealth Management Americas Capabilities Brochure UBS_Capabilities_Brochure.pdf (1228kb)
Understanding Annuities: Rethinking the role they play in retirement income planning Understanding_Annuities.pdf (6896kb)
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
Lending Solutions Circular Lending_Circular.pdf (410kb)
Market Outlook Our_Market_Outlook.pdf (1292kb)
Preserve and Protect Your Legacy Preserve_and_protect_your_legacy.pdf (1981kb)
10 Things you should know about estate planning Wealth_Planning_Insights_July.pdf (176kb)
Putting Your Trust in a Trustee Wealth_Planning_Insights_-_February_2012.pdf (169kb)
Your Estate Plan estate_plan.pdf (307kb)
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Registered States: AZ, CA, CO, FL, MI, NE, TX
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