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
- 2025 - now Vice President, Advisory Services @
- 2019 - now Vice President, Advisory Services @
- 2015 - now Staff Member @
- 2014 - 2019 Director and Principal, Plan Advisor Services @ Bronfman Rothschild Plan Advisors
- 2007 - 2014 Retirement Plan Advisor @
- 1997 - 2007 Financial Consultant @
- 1985 - 1997 Professional Bowler @
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
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 3 emails and 2 mobile phone numbers on RocketReach.
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