William H. Lowell
William H. LowellPresident & CEO
William Hamilton Lowell was born and raised in Miami, FL and graduated from Marion Military Academy and the University of Alabama with a Bachelor of Arts Degree in Economics and a Minor in Political Science.

He currently serves on the nominating committee for District 6 of the Financial Industry Regulatory Authority and has served as a member of the District Committee of FINRA, the self-regulatory authority for the securities industry dedicated to the principle of ensuring fairness to the consumer while enforcing securities laws and regulations. Additionally, he serves on the advisory board for the Texas Tech School of Financial Planning Student Managed Funds. Bill has been active in the American Cancer Society for 20 years on both the local and division levels, earning the coveted Silver Stirrup Award given to volunteers for exceptional service. Mr. Lowell hosted the local PBS business and financial markets show ViewPoint for thirteen years. Bill is married to Diane West Lowell, and they have one daughter, Blake.

Our team of advisors are here to help. With decades of experience, our team provides sound wealth management advice with a personal touch.

As you will learn, our advisors hold professional certifications, and diverse backgrounds that allow Lowell Wealth Management to provide clients with the financial guidance that best for them.

Contact us at (806) 747-2644 to learn more about our services.

Our Planning Team

Tyler Castle, CFP®
Tyler Castle, CFP®Director of Financial Planning
Tyler, a CERTIFIED FINANCIAL PLANNER™ practitioner, earned his Bachelor of Science in Personal Financial Planning from Texas Tech University. While studying, Tyler volunteered for the Coalition of Community Assistance Volunteers’ Income Tax Assistance program and was an active member of Red to Black®, selected #1 in the Top 50 College Financial Literacy Programs by LendEDU.

In addition to being a CFP® professional, he holds the FINRA Series 7-General Securities Representative, NASAA Series 66-Uniform Combined State Law, and the Texas Life, Accident, and Health licenses.

In his free time, Tyler appreciates spending time with his wife, Abby and two children. As a native Lubbockite and a lifelong Texas Tech fan, Tyler enjoys attending as many Red Raider athletic events as he can.

Lubbock Main Office
Phone: (806) 747-2644
Fax: (806) 747-2646

Teri McNeely
Teri McNeelyOperations Professional
Teri has been in business accounting for 40 plus years, 15 of those years have been in the financial industry. She has been with Lowell Wealth Management for 15 plus years as the office manager.

She is married to Bruce McNeely. She has three children and 5 grandchildren. She and Bruce also have 3 dogs.

Teri holds the Series 99 Operations Professional license.

Jon Bolt
Jon BoltParaplanner
Jon is currently finishing a degree in Texas Tech’s College of Human Sciences in Personal Financial Planning. While working towards his degree he is also pursuing his FINRA Series 7-General Securities Representative, NASAA Series 66-Uniform Combined State Law, and the Texas Life, Accident and Health licenses. After graduation Jon looks forward to pursuing the CERTIFIED FINANCIAL PLANNER™ designation.

Jon has spent time volunteering at fundraisers for the Lubbock Food Bank, as well as volunteering for fundraisers for the Special Olympics and the Regional Special Olympic meets.

Growing up in Lubbock Jon grew a love for Texas Tech athletics; and enjoys going to Tech games in his free time.

Our Advisor Team

Gayle Morgeson
Gayle MorgesonRegistered Representative
Gayle graduated from Abilene Christian University and continued his graduate studies at Utah State University.

Gayle has worked in the financial industry as a Registered Representative for 29 years.

He and his wife Jan have three kids: John, Terri and Cindy. He is a grandpa to 4 grandchildren.

Gayle has the following licenses: Series 7, Series 63, Variable Annuity License, Life Insurance License

Lubbock Main Office
Phone: (806) 747-2644
Fax: (806) 747-2646

Jay Harrell
Jay HarrellSatellite Advisor/Reg. Rep.
Jay graduated from Texas Tech University with a Bachelor of Arts degree in Graduate Studies towards MBA.

He began his registered investing representative career in 2003. Jay spent his early years Managing and Owning a Medical Services Business covering Texas and New Mexico for 15 years and a private investor for 32 years.

Jay has obtained the FINRA Series 7 and 66 licenses.

Lubbock Satellite Office
Phone: (806) 794-6676