PROFESSIONAL PROFILE
Insisting on understanding the specific situations and goals of the clients they work with, The Tomlin/Lowery Group endeavors to establish deep and valued relationships. The group assists clients in developing, implementing and monitoring long-term financial plans. These plans include strategies relating to wealth transfer and preservation, college planning and retirement strategies and solutions. Clients can expect to receive personalized advice, regular updates and the intellectual backing as well as the multitude of resources through Merrill Lynch.
Dwight Tomlin is a Vice President and Financial Advisor with 27 years experience in the financial services industry. Dwight specializes in the research of investment ideas using fixed income, annuity and alternative investment strategy asset classes. He joined Merrill Lynch in 2007 in the Jackson,TN office. Dwight graduated from Lambuth University. He lives with his wife, Laura in Jackson, TN and they have 4 children. They attend Fellowship Bible Church.
Angie Lowery is a Vice President and Financial Advisor with 12 years experience in the financial services industry. She joined Merrill Lynch in 2007 in the Jackson, TN office. Angie graduated from The University of Tennessee at Martin. She lives with her husband, Chad, and their 2 children in Humboldt, TN. Angie is active at Antioch Baptist Church and in the Jackson Exchange Club. Angie has developed an intimate knowledge and expertise associated with working with widows and their families. The process involved requires support, education and knowledge focused on the steps necessary to remain financially secure at the intersection of one of life's most impacting turning points.
Amy Reid, Client Service Associate, has 9 years experience in the financial services industry and has also been with Merrill Lynch since 2007. She is a graduate of Lambuth University. Amy lives with her daughter, Lily, in Hardeman County. They attend New Union Baptist Church. Amy is a primary point of contact with our clients and handles all administrative issues.