Mac McDowell Email & Phone Number
Managing Director, Corporate Executive Services, CERTIFIED FINANCIAL PLANNER™ professional
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Mac McDowell Location
- Frisco, TX, US
Mac McDowell Work
- Managing Director, Corporate Executive Services, CERTIFIED FINANCIAL PLANNER™ professional @ McDowell Capital Management of Raymond James (November 2006 - Present)
- Managing Director, Senior VP - Wealth Management, CIMA®, CERTIFIED FINANCIAL PLANNER™ professional @ McDowell Capital Management of Raymond James (November 2006 - Present)
- CERTIFIED FINANCIAL PLANNER™ professional, Senior Vice President - Investments @ Oppenheimer and Company (April 2001 - November 2006)
- Certified Financial Manager, Senior Vice President - Investments @ (June 1996 - April 2001)
- Financial Advisor @ Shearson Lehman Brothers (January 1992 - January 1996)
Mac McDowell Education
- The Wharton School
Certified Investment Management Analyst (CIMA® - )
2007-2008 - The College for Financial Planning
CFP® - CERTIFIED FINANCIAL PLANNER™ professional
1998-2001
Mac McDowell Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Certified Financial Planner
- ETFs
- Employee Benefits
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Goals
- Financial Modeling
- Financial Planners
- Financial Planning
- High Net Worth Individuals
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Management
- Mutual Funds
- Options
- Pensions
- Personal Finance
- Private Equity
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Separately Managed Accounts
- Series 6
- Series 63
- Series 65
- Series 7
- Software Design
- Strategic Financial Planning
- Strategy
- Tax
- Trust Services
- Uniform Combined State Law
- Wealth Management
- Wealth Management Services
- FINRA
- High Net Worth
- Certified Financial
- Uniform Combined State
- Strategic Financial
- See 30+See Less
- Separately Managed
Mac McDowell Summary
- Mac McDowell, based in Frisco, TX, US, is currently a Managing Director, Corporate Executive Services, CERTIFIED FINANCIAL PLANNER™ professional at McDowell Capital Management of Raymond James. Mac McDowell brings experience from previous roles at McDowell Capital Management of Raymond James, Oppenheimer and Company, Merrill Lynch and Shearson Lehman Brothers. Mac McDowell holds a 2007 - 2008 Certified Investment Management Analyst in CIMA® - @ The Wharton School. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Certified Financial Planner, ETFs and more. Mac McDowell has 2 mobile phone numbers on RocketReach.
Looking for a different Mac McDowell?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co