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 quality asset management. Mac is a CERTIFIED FINANCIAL PLANNERTM 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.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
