Dow began his career in 1979 and has built a reputation of exceptional client service to individuals, corporations, foundations and institutions over that 40-year span. Prior to moving the team to Raymond James in 2008, Dow was a Sr. Vice President with Eppler Guerin & Turner and a Managing Director for Morgan Keegan. As of May 3, 2024, he and his team manage over $1 billion in client assets.
For many years, Dow has been selected by several of the major financial publications in recognition of his service. These include Barron’s, “American’s Top 1200 Financial Advisors” from 2013 to 2024 and Forbes “Best-In-State Wealth Advisors” from 2013-2024.
A Dallas native, Dow earned his degree in finance at The University of Texas. He and his wife, Felice, live in Highland Park, where they raised their three children. Dow is active with the Salesmanship Club of Dallas, the Momentous Institute, St. Phillips School and Community Center and the Church of the Incarnation. Almost all of his other interests are found outdoors, skiing, biking, hiking, hunting, golf and fishing are a few of his favorite past times.
Top 1,200 Financial Advisors (2024) Source: Barron’s “Top 1,200 Financial Advisors,” March 2024 Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023 and was released on 03/11/2024. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Raymond James is not affiliated with any organizations mentioned.