$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
James Barton Lowther began his financial services career in 2010 after graduating from Tulane University. As a Senior Financial Advisor, Bart has assisted clients by managing their individual wealth through multiple and complex market cycles in accordance with their individual needs. Bart is a frequent and sought after speaker on investment planning for retirement which has been a primary business focus for Bart and his team for decades. Bart 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.
Jesse Perez started in the financial services industry in 2011 and joined Mariash Lowther Wealth Management 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 and achieve their financial objectives. Jesse is a CERTIFIED FINANCIAL PLANNER™ professional and also holds a Chartered Retirement Planning Counselor™ (CRPC®) designation, issued by the College for Financial Planning. Jesse lives in Sarasota, FL with his wife Kaitlyn, their two sons Cameron and Casey, and dog, Ivy.
Sovanna Sok launched his financial services career in February of 2007 as a Service Operations Associate and joined Mariash Lowther Wealth Management in November of 2022. He graduated with his Bachelor's in Finance from University of South Florida in December of 2016. With his many years of experience in the industry, Sovanna focuses on providing the best service to his clients and operational excellence. In his spare time, he is an enthusiastic chef in Cambodia and Thai cuisine. As a foodie, he also loves traveling and experiencing new culinary taste and cooking techniques.
Brian left a career in education to join the securities industry in 2001 and founded Mariash Lowther Wealth Management in 2008. His personal mission to Educate, Connect, and Contribute has become the mission of the team. Brian 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 also has his Accredited Asset Management Specialist™™, AAMS™™® designation recognized by The College for Financial Planning Institutes Corp.
Brian was named to Forbes “Best-In-State Wealth Advisors” list for six consecutive years, from 2018-2023. Brian is active in many local community efforts including having served on the boards of the Child Protection Center of Sarasota and the Jewish Family and Children Services. He is the proud father of three children (Anthony, Zachary, and Alexis), grandfather to Everly, and resides in downtown Sarasota.
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Shannon Murphy has enjoyed working in various roles within the financial services industry since 2010. After relocating to Florida in 2020, Shannon joined Mariash Lowther Wealth Management supporting the teams marketing efforts and working closely with Brian to help run the MLWM business development process. Shannon takes great pride in her ability to provide exceptional client service and help simplify the complex financial lives of her clients. Prior to moving from Pittsburgh, Shannon worked at a competitor firms for 10 years in retail branches and Private Wealth Management. As a Client Solutions Supervisor, she supported high performing relationship managers while also being the supervisor of the team’s thirteen Client Associates.
Shannon graduated from Duquesne University with a BS in Marketing. During her time as a Duke, Shannon served as the Events Chair for the American Marketing Association and organized various events for the group. Shannon lives in West Bradenton with her husband, Dan, their 7 year old son, Liam, and rescue dog, Millie. They love being on the water, making sushi and woodfired pizzas, and game nights.
Aly Henderson joined Mariash Lowther Wealth Management in 2023 after 8 years as a senior consumer and business banker where she specialized in private banking and international cross-border banking and lending. Efficient and organized, Aly is committed to providing meaningful and comprehensive service to clients to simplify their lives and facilitate the achievement of their financial goals. Aly is originally from Lexington, KY where she attended Eastern Kentucky University and majored in Psychology. She also has many years of experience in the tax industry where she taught beginner tax classes. Aly and her husband Keaton and their son, Noah, moved to Florida two years ago. In her spare time she enjoys music, art, and travel.
James Barton Lowther began his financial services career in 2010 after graduating from Tulane University. As a Senior Financial Advisor, Bart has assisted clients by managing their individual wealth through multiple and complex market cycles in accordance with their individual needs. Bart is a frequent and sought after speaker on investment planning for retirement which has been a primary business focus for Bart and his team for decades. Bart 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.
Jesse Perez started in the financial services industry in 2011 and joined Mariash Lowther Wealth Management 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 and achieve their financial objectives. Jesse is a CERTIFIED FINANCIAL PLANNER™ professional and also holds a Chartered Retirement Planning Counselor™ (CRPC®) designation, issued by the College for Financial Planning. Jesse lives in Sarasota, FL with his wife Kaitlyn, their two sons Cameron and Casey, and dog, Ivy.
Sovanna Sok launched his financial services career in February of 2007 as a Service Operations Associate and joined Mariash Lowther Wealth Management in November of 2022. He graduated with his Bachelor's in Finance from University of South Florida in December of 2016. With his many years of experience in the industry, Sovanna focuses on providing the best service to his clients and operational excellence. In his spare time, he is an enthusiastic chef in Cambodia and Thai cuisine. As a foodie, he also loves traveling and experiencing new culinary taste and cooking techniques.
Brian left a career in education to join the securities industry in 2001 and founded Mariash Lowther Wealth Management in 2008. His personal mission to Educate, Connect, and Contribute has become the mission of the team. Brian 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 also has his Accredited Asset Management Specialist™™, AAMS™™® designation recognized by The College for Financial Planning Institutes Corp.
Brian was named to Forbes “Best-In-State Wealth Advisors” list for six consecutive years, from 2018-2023. Brian is active in many local community efforts including having served on the boards of the Child Protection Center of Sarasota and the Jewish Family and Children Services. He is the proud father of three children (Anthony, Zachary, and Alexis), grandfather to Everly, and resides in downtown Sarasota.
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Shannon Murphy has enjoyed working in various roles within the financial services industry since 2010. After relocating to Florida in 2020, Shannon joined Mariash Lowther Wealth Management supporting the teams marketing efforts and working closely with Brian to help run the MLWM business development process. Shannon takes great pride in her ability to provide exceptional client service and help simplify the complex financial lives of her clients. Prior to moving from Pittsburgh, Shannon worked at a competitor firms for 10 years in retail branches and Private Wealth Management. As a Client Solutions Supervisor, she supported high performing relationship managers while also being the supervisor of the team’s thirteen Client Associates.
Shannon graduated from Duquesne University with a BS in Marketing. During her time as a Duke, Shannon served as the Events Chair for the American Marketing Association and organized various events for the group. Shannon lives in West Bradenton with her husband, Dan, their 7 year old son, Liam, and rescue dog, Millie. They love being on the water, making sushi and woodfired pizzas, and game nights.
Aly Henderson joined Mariash Lowther Wealth Management in 2023 after 8 years as a senior consumer and business banker where she specialized in private banking and international cross-border banking and lending. Efficient and organized, Aly is committed to providing meaningful and comprehensive service to clients to simplify their lives and facilitate the achievement of their financial goals. Aly is originally from Lexington, KY where she attended Eastern Kentucky University and majored in Psychology. She also has many years of experience in the tax industry where she taught beginner tax classes. Aly and her husband Keaton and their son, Noah, moved to Florida two years ago. In her spare time she enjoys music, art, and travel.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
You've worked hard and carefully invested to ensure that you’ll live life on your terms in retirement. But are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
We help empower employees at all ages and income levels to build healthy financial habits and improve their relationship with their money, so they can take more control of their financial future. Our dedicated team of financial professionals provide guidance to help employees through the complexities of their finances, so everyone feels more engaged, productive and rewarded at work.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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