Bob Lowerre

Bob Lowerre’s current position as a Portfolio Manager with Willis Johnson Wealth allows him to assist in the implementation of model portfolios aligned to meet one’s risk tolerance. Bob is passionate about keeping up with current events and melding the current environment with suitable investment ideas.

Utilizing technical analysis on the front end helps drive portfolio themes that are verified on the back end with fundamental analysis. Being a steward to the livelihood of others drives him on a daily basis. In addition, Bob handles a majority of the firm’s compliance tasks to ensure the firm is compliant with SEC rules and regulations.

Previously, Bob worked at a one-man broker-dealer. As a college student, he worked part-time helping create client review books and helping to open new accounts, all the while absorbing as much as he could with respect to the current markets and market history.

His boss opened his broker-dealer in 1962, so he gained a lot of valuable insight into market cycles and corresponding investment ideas. Bob eventually became so passionate about investments that he left the firm as an advisor to take his current position assisting in the modeling of client portfolios.