BURNS M LOWRY

For more than 40 years, Mac has been involved in the design and implementation of advanced wealth transfer strategies for some of the nation’s wealthiest families as well as leaders of Fortune 500 companies. In most cases, this involves working with the client’s other advisors to establish, fund and leverage multi-generational wealth and insurance planning strategies, frequently in tandem with philanthropic techniques. Before forming Jones Lowry, Mac had a distinguished 25-year career with several national financial service firms. He served as the Managing Director and Senior Resident Officer at Bessemer Trust in Miami, National Director and Senior Vice President with Merrill Lynch Trust Company, National Director of Business and High Net Worth Planning, and Senior Director and National Sales Manager of Merrill Lynch Insurance Group. Mac is an Accredited Estate Planner, Chartered Advisor in Philanthropy, Chartered Financial Consultant, and Chartered Life Underwriter. He is a member of the Palm Beach Economic Council; the Palm Beach County Estate Planning Council, and the East Coast Estate Planning Council. He is a graduate of the Securities Industry Association Institute at The Wharton School of Business and a member of the UK-based Society of Trusts and Estate Practitioners. He is a long tenured member of the Association for Advanced Life Underwriting, the leading technical arm of the life insurance industry. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Jones Lowry is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. Nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.