Richard M. McDowell
McDowell Capital Management of Raymond James & Assoc., Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Senior Vice President
Offering advice since: 1993
Areas of expertise:
- Annuities
- Business planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Richard M. McDowell:
Richard "Mac" McDowell, CIMA CFP, is the principal and founder of McDowell Capital Management of Raymond James & Associates, Inc. His group caters to the needs of high-net-worth families with comprehensive financial planning and institutional asset management.
Mac is a CERTIFIED FINANCIAL PLANNER(TM) professional and has earned his Certified Investment Management Analyst (CIMA) designation. He attended an advanced investment consulting course sponsored by the Investment Management Consultants Association and taught in conjunction with The Wharton School, University of Pennsylvania. The designation of Certified Investment Management Analyst is earned by consultants who meet all of IMCA's criteria.
Mac is a member of the Financial Planning Association, The Investment Management Consultants Association and the Frisco Chamber of Commerce. Mac has served clients in an investment advisor capacity since 1993 and is a life-long resident and active member of the North Texas community, residing in Gunter, Texas, with his wife and two sons.
He enjoys private aviation, travel and spending time with his family and friends.
Compensation and Fee Structures:
Determined by Client Need
Licenses, Certifications & Affiliations:
CERTIFIED FINANCIAL PLANNER (TM)
Certified Investment Management Analyst (CIMA)
Education:
University of North Texas, Bachelor Degree(Finance), 1991
Will provide references upon request?
Yes
Contact Information for Richard M. McDowell
Phone: (214) 387-8854
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Fax: (214) 387-8570
Address for Richard M. McDowell:
Suite 300
6801 Gaylord Parkway
Frisco, TX, 75034
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