Private Wealth Management

 
Mayflower_278

Lowell Lyon

Vice President, Senior Wealth Manager

Lowell Lyon joined the Mayflower practice in 2013 as a Wealth Advisor. He helps individuals, businesses, foundations and endowments achieve their financial goals through transparent, customized and comprehensive wealth management strategies. When serving clients, Lowell adds a ubiquitous sense of humor to his efficient, detailed-oriented, problem solving capabilities.

At a young age, Lowell grew to understand the nuances of running a family-owned business through his involvement with his family’s 85-year-old real estate firm. This experience offered the benefit of working closely with multiple generations of clients.

Lowell is a graduate of the University of Massachusetts at Amherst with a Bachelor of Business Administration in Finance and currently lives in Lexington, MA with his wife and daughter. When not spending time with family and friends, Lowell is either playing soccer or helping coach the Fenn School’s Varsity soccer team.

Email

Accolades

  • Forbes Best-in-State Wealth Advisor, 2019
  • Forbes Next Gen Wealth Advisor, 2019
  • Boston Magazine Five Star Wealth Manager, 2019 and 2020

Background & Expertise

  • Lowell began his career as an analyst for a mid-size asset management group in Concord, MA, where his responsibilities consisted of researching and recommending equities and fixed income securities to the managing partner. This experience has been instrumental in tailored portfolio construction for his clients and has led him to become a valued member of the Investment Committee at Mayflower Advisors.
Forbes created and conducted the survey for the Forbes Best in State Wealth Advisors. Award nominees are identified by ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. The Forbes Best in State Wealth Advisors. Investment performance is not a criterion. In 2019, 29,334 candidates were considered for the award and more than 4,000 candidates received the award (approximately 14%). The recipient did not pay a fee to participate in the survey. The award may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the advisors’ clients. Receipt of the award is not indicative of future performance.

Forbes created and conducted the survey for the Forbes Top Next-Generation Wealth Advisors. Award nominees are evaluated with assistance from SHOOK Research and identified based on an algorithm of qualitative and quantitative criteria, including the following: in-person interviews, industry experience, compliance records, revenue produced and assets under management. In 2019, 6,389 candidates were considered for the award and 250 candidates received the award (approximately 4%). The recipient did not pay a fee to participate in the survey. The award may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the advisors’ clients. Receipt of the award is not indicative of future performance.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 3,619 Boston wealth managers were considered for the award; 566 (15.6 % of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.