Mac McDowell Email & Phone Number
Managing Director, Corporate Executive Services, CERTIFIED FINANCIAL PLANNER™ professional
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Mac McDowell Location
- Frisco, TX, US
Mac McDowell Work
- 2006 -now Managing Director, Corporate Executive Services, CERTIFIED FINANCIAL PLANNER™ professional @ McDowell Capital Management of Raymond James
- 2006 -now Managing Director, Senior VP - Wealth Management, CIMA®, CERTIFIED FINANCIAL PLANNER™ professional @ McDowell Capital Management of Raymond James
- 2001 -2006 CERTIFIED FINANCIAL PLANNER™ professional, Senior Vice President - Investments @ Oppenheimer and Company
- 1996 -2001 Certified Financial Manager, Senior Vice President - Investments @
- 1992 -1996 Financial Advisor @ Shearson Lehman Brothers
Mac McDowell Education
- Wharton School, University of Pennsylvania
Certified Investment Management Analyst (CIMA® - )
2007-2008 - The College for Financial Planning
(CFP® - CERTIFIED FINANCIAL PLANNER™ professional)
1998-2001
Mac McDowell Skills
- Retirement Planning
- Strategic Financial Planning
- Investments
- Estate Planning
- Securities
- Financial Advisory
- Investment Management
- Investment Advisory
- Financial Planners
- Uniform Combined State Law
- Separately Managed Accounts
- Finance
- Wealth Management Services
- Financial Modeling
- Management
- Financial Planning
- Strategy
- Series 65
- Relationship Management
- Risk Management
- Asset Management
- Tax
- Financial Analysis
- Trust Services
- ETFs
- Alternative Investments
- Certified Financial Planner
- Personal Finance
- Series 6
- Options
- Asset Allocation
- Retirement
- Series 63
- Employee Benefits
- Private Equity
- Financial Goals
- Pensions
- Insurance
- Investment Strategies
- Life Insurance
- Wealth Management
- Series 7
- Mutual Funds
- High Net Worth Individuals
- FINRA
- High Net Worth
- Certified Financial
- Uniform Combined State
- Strategic Financial
- See 30+See Less
- Separately Managed
- Software Design
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® - @ Wharton School, University of Pennsylvania. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Investments, Estate Planning, Securities and more. Mac McDowell has 2 mobile phone numbers on RocketReach.
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