M. Radcliff Lowery
CFA®, CFP®, PFS, CPA
Matthew "Rad" Lowery is a Chartered Financial Analyst (CFA® charter holder), Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Certified Financial Planner (CFP®). He is a native of the Grand Strand area, and graduate of Socastee High School. Rad went on to earn degrees in both Accounting and Finance from Coastal Carolina University and later earned his Master's degree in Finance (MFIN) from The Pennsylvania State University. He started his professional career as a CPA with Deloitte, Touche, Tohmatsu. Since 2001, Rad has worked within the accounting/tax and financial planning industries helping individuals and businesses with their tax and financial decisions. Early in 2009, he started his own registered investment advisor (RIA), facilitating the ability to offer independent financial planning services to the public. In 2014, he merged businesses with his long-time friend and fellow Coastal Carolina University classmate Christopher St. John, which now operates under the name Carolina Wealth Advisors, LLC (CWA). CWA incorporates a comprehensive planning approach for individuals and their businesses with investment planning, portfolio management, income strategies, estate and tax planning, and capital allocation decisions. Rad serves as Chair of the BOD for The Center for Counseling & Wellness, as well as the Business Finance and Economics Advisory Board for the CCU Wall College of Business.