PALM BEACH COUNTY ESTATE PLANNING COUNCIL

R, Marshall Jones is a Principal of Jones Lowry, an M Financial Member Firm.  Jones Lowry is an independent firm that designs, implements and administers innovative life insurance solutions for ultra-high net worth clients and their advisors. Jones Lowry has more than $2.0 billion of individual life insurance inforce.

Mr. Jones graduated with honors from Harvard College.  He received his Juris Doctorate from the University of Akron Law School and served as a Senior Writer for the Law Review.  He is a non-practicing member of the Florida Bar and holds the professional designations of Accredited Estate Planner (AEP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor in Philanthropy (CAP) and Fellow, Life Management Institutue (FLMI)

Burns M. Lowry is a Principal of Jones Lowry and M Financial. For more than 30 years, Burns M. Lowry has been involved in the design and implementation of advanced planning strategies for some of the nation's wealthiest families as well as leaders of Fortune 500 companies. Before joining Jones Lowry, Mr. Lowry had a distinquished 25 year career with several national financial service firms.  He served as the Managing Director and Senior Resident Officer at Bessemer Trust in Miami, National Director and Senior Vice President with Merrill Lynch Trust Company, National Director of Business and High Net Worth Planning, and Senior Director and National Sales Manager of Merrill Lynch Insurance Group.

Mr. Lowry is an Accredited Estate Planner (AEP®), Chartered Advisor in Philanthropy (CAP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). 

Palm Beach County Estate Planning Council Roundtable Meetings are for 2015-16 Paid Council members only.  The Roundtables are sponsored by Comerica Wealth Management.