Mitchell Lowe
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Mitchell Lowe is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. Mitchell provides ongoing advice and adjusts clients' portfolios to align with evolving personal and financial circumstances.
His expertise lies in helping individuals navigate the complexities of managing multiple financial priorities, including saving for college, purchasing a home, caring for elderly parents, and planning for healthcare needs. As a Personal Investment Advisor (PIA), Mitchell brings a client-focused approach that emphasizes connecting all aspects of a client’s financial life to prioritize and pursue the goals most important to them.
Mitchell holds a Bachelor's Degree from Southern Arkansas University.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
College savings (529s, UTMA, etc.)
Elder care planning
Caring for aging parents
General retirement planning
Wealth management
Work history
Bank of America, N.A.
2025 - Present (1 year)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2025 - Present (1 year)
Raymond James Financial Services Advisors, Inc
2023 - 2024 (1 year)
Comstock Private Wealth Management
2023 - 2025 (2 years)
Raymond James Financial Services, Inc.
2023 - 2024 (1 year)
Cadence Bank
2023 - 2023 (1 year)
Peoples Bank
2013 - 2023 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Gerald B
Series 66
Malvern, AR
Edward Jones
Mark S
Series 66
Hot Springs, AR
Merrill
Mark Seitzer serves as an Associate Resident Director at Merrill Resident Director. With 21 years of experience at Merrill, including 12 years as a Senior Financial Advisor, he specializes in legacy planning, portfolio management services, and retirement income. Mark emphasizes a disciplined, long-term investment approach grounded in asset allocation, diversification, and rebalancing. He prioritizes understanding clients' financial goals to deliver personalized service and trusted advisory relationships. Mark holds a Bachelor's Degree from Henderson State University and an Associate's Degree from NPCC. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Based in Glenwood, AR, Mark resides with his wife, Christy, and their family. Outside of his professional role, he enjoys golfing, traveling, and spending time with his family.
Thomas W
Series 66
Hot Springs, AR
Edward Jones
Heather S
Series 66
Malvern, AR
Edward Jones
Scott H
Series 66
Malvern, AR
Edward Jones
Noah L
Series 66
Malvern, AR
Edward Jones
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