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M. Radcliff Lowery

CFA®, CFP®, PFS, CPA

M. Radcliff Lowery, a native of the Grand Strand, M. Radcliff Lowery, began his career in the financial field in 2001 as a CPA for one of the Big 4 accounting firms in Greenville, South Carolina. After moving back to the Grand Strand area, he worked for a smaller CPA firm and began cross training in the financial services industry. Rad went on to open a Registered Investment Advisory (RIA) firm to better facilitate his client’s needs. Rad is now a partner with Carolina Wealth Advisors and is a CFA® charterholder, CFP®, PFS, and CPA. Coming from a family of teachers, education was heavily encouraged when Rad was growing up. This passion for learning took hold early on and continues today. Rad dually majored in Finance and Accounting earning his bachelor of science degree from Coastal Carolina University, and earned his Master of Finance degree from Pennsylvania State University. Rad resides in Myrtle Beach, South Carolina, with his wife, Adrienne, and sons, Isaac and Kane.