Mariash Lowther Wealth Management
barton.lowther@ml.com
Our Mission at Mariash Lowther Wealth Management is to Educate, Connect, and Contribute
Brian Mariash
Forbes "Best-in-State Wealth Advisors" 2018-2019
Brian left a career in education to join the securities industry in 2001 and joined Merrill Lynch Wealth Management in 2008. His personal Mission to Educate, Connect, and Contribute has become the mission of the team he founded: Mariash Lowther Wealth Management. He holds the Certified Investment Management Analyst® designation (CIMA®), administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The Wharton School of Business. Brian was named to Forbes "Best-In-State Wealth Advisors" list in 2018 and 2019*. Brian is active in many local community efforts including serving on the board of the Child Protection Center of Sarasota as well as previously serving on the board for Jewish Family and Children Services. He is also a 2019 recipient of Merrill's David Brady Community Service Award.** He is the proud father of 3 children (Anthony, Zachary, and Alexis) and resides in Downtown Sarasota, FL.
*Source: Forbes "Best-in-State Wealth Advisors" list, February 2019. For more information about the selection criteria, visit: http://details-he.re/xR7HbE . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
** The David Brady Award is an internal award honoring David Brady, who lost his life in the World Trade Center attacks of September 11, 2001. David was a man who exhibited a high standard of excellence and commitment to his clients. The award is given annually to Merrill employees who best demonstrate the spirit of partnership and what it means to go beyond expectations in their dedication and commitment to clients.
Brian Mariash, CIMA, AAMS
James Barton Lowther, Senior Financial Advisor, Vice President, began his financial services career in 2010 after graduating from Tulane University. As a Senior Financial Advisor James Barton has assisted clients by managing their individual wealth through multiple and complex market cycles in accordance with their individual needs. James Barton is a frequent and sought after speaker on investment planning for retirement which has been a primary business focus for James Barton and his team for decades. James Barton focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.
James Barton Lowther, CRPC
Jim joined Merrill Lynch in 2009 and holds the CERTIFIED FINANCIAL PLANNERTM certification awarded by the Certified Financial Planner Board of Standards Inc.. Jim works with clients and their families using a process tailored to the individual relationships to help them pursue their goals.
James E Lowther, CFP
Jesse Perez started in the financial services industry in 2011 and joined Merrill Lynch in 2015. As a Financial Advisor, Jesse has assisted clients by helping them realize and achieve their financial goals. Jesse's primary focus is to work with his clients to put together a wealth management plan that will help them navigate complex markets, give them financial well being and achieve their financial objectives. Jesse holds a Chartered Retirement Planning Counselor (CRPC®) designation, issued by the College for Financial Planning.
Jesse R Perez, CRPC
Jason Gentile
Maike joined Merrill Lynch in 2008 and has been in the client service industry since 1999. Maike's role is to provide operational support and optimal service for our teams' financial advisors and clients. Maike lives with her two children, Sydney and Michael, and their Boston Terrier Hazel.
Maike Federici
Julie joined Merrill Lynch Wealth Management in 1999 and is a seasoned professional who cares deeply for clients. With nearly two decades of experience, Julie uses her diverse, informed background to help uphold our team's business activities, client relationships and daily administrative needs with detailed attention.
Julie Webster
Rachael joined Merrill Lynch Wealth Management in 2019, after a career in animal welfare and fine arts. She is conscientious, professional, and strives to make every client contact a positive experience. She is enthusiastically involved with assisting and volunteering at local animal non-profit organizations. Rachael appreciates being a part of a group that plays a key role in contributing to the community.
Rachael Zucker
Dorothy Cecilia Remy
Retirement Specialist
Sheau-Lei H Ellison
Structured Credit Executive
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, through this assessment we can customize financial strategies together. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America's banking products and services and Merrill's investment insights to address all aspects of your financial life.
We work primarily with high-net-worth individuals and families. We'll begin by getting to know you as we explore the following seven priorities together:
We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill and access to the banking convenience of Bank of America as we do so.
AAMS® and Accredited Asset Management SpecialistSM are registered service marks of the College for Financial Planning.