Marc McDowell Email & Phone Number
Vice President, Advisory Services @ Wealthspire Retirement Advisory
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Marc McDowell Location
- Madison, WI, US
Marc McDowell Work
- Vice President, Advisory Services @ (November 2025 - Present)
- Vice President, Advisory Services @ (May 2019 - Present)
- Staff Member @ (March 2015 - Present)
- Director and Principal, Plan Advisor Services @ Bronfman Rothschild Plan Advisors (June 2014 - May 2019)
- Retirement Plan Advisor @ (February 2007 - June 2014)
- Financial Consultant @ (November 1997 - February 2007)
- Professional Bowler @ (August 1985 - November 1997)
Marc McDowell Education
- West Texas A&M University
Bachelor of Science (General Business)
1982-1985 - Monona Grove High School 1976-1980
Marc McDowell Skills
- Retirement Planning
- 401k
- Retirement
- Investments
- Financial Advisory
- Finance
- Investment Advisory
- Retirement Plan Consulting
- Pensions
- Strategic Financial Planning
- Mutual Funds
- Investment Management
- Financial Planners
- Wealth Management
- Asset Management
- Employee Benefits
- Series 7
- Financial Services
- Fixed Annuities
- Asset Allocation
- Defined Benefit
- Defined Contribution
- ERISA
- Estate Planning
- FINRA
- Investment Strategies
- Securities
- Series 6
- Series 63
- Small Business
- Tax
- Uniform Combined State Law
Marc McDowell Summary
- Marc McDowell, based in Madison, WI, US, is currently a Vice President, Advisory Services at Wealthspire Retirement Advisory. Marc McDowell brings experience from previous roles at Wealthspire Retirement Advisory, MOTIV Bowling, Bronfman Rothschild Plan Advisors and Baker Tilly Investment Advisors, LP. Marc McDowell holds a 1982 - 1985 Bachelor of Science in General Business @ West Texas A&M University. With a robust skill set that includes Retirement Planning, 401k, Retirement, Investments, Financial Advisory and more. Marc McDowell has 1 emails and 2 mobile phone numbers on RocketReach.
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