Lowell Weiss, 35, of West Bloomfield is a Certified Financial Planner professional and first vice president, investments at Weiss Wealth Management of Raymond James & Associates in the Farmington Hills office.
He works with clients, young and old, to create financial plans and investment portfolios that are custom crafted to individual needs. He uses his background as an attorney and financial planner to help navigate many of life’s ups and downs for clients. His primary focus is the one-on-one relationship between client and adviser.
The Metro Detroit Jewish community has been an important part of Lowell’s life going back to his BBYO roots — and was the primary reason why he returned to the area after attending Ohio State University and Michigan State College of Law.
With his wife, Colleen, he hopes to instill an appreciation and love for the community in his two children: Benjamin and Rebecca.
Among his community involvements, Lowell is a fundraiser for Make-A-Wish as a member of Team Alex, an executive member of the B’nai B’rith Youth Organization, Michigan Region Board of Commissioners and a member of the Well’s Bucket List.