About Mei Lowery

Mei Lowery is a seasoned financial advisor based in Pensacola, Florida, with 18 years of experience in the financial services industry. Currently affiliated with Stifel, Nicolaus & Co Incorporated, one of the nation's leading brokerage and financial advisory firms, Mei has spent the last 16 years building deep relationships with clients and helping them navigate the complexities of wealth management.

Mei's career began at UBS Financial Services in 2008, where they developed a strong foundation in investment analysis, portfolio construction, and client relationship management. This early experience at a global institution provided invaluable exposure to international markets and sophisticated investment strategies.

In 2009, Mei transitioned to Stifel, drawn by the firm's client-first philosophy and its commitment to independent, research-driven advice. Over the past 16 years, Mei has established a comprehensive advisory practice that spans financial planning, portfolio management, pension consulting, and investment advisory services.

Mei operates on a fee-based model, combining percentage-of-assets fees, fixed planning fees, and commissions — a structure that ensures alignment with clients' best interests while maintaining access to a full spectrum of investment and insurance products.