Richard “Mac” McDowell, CIMA®, CFP® professional, is the principal and founder of McDowell Capital Management of Raymond James. His team 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 also a member of The Investment Management Consultants Association. 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 Prosper, Texas, with his wife and two sons. He enjoys private aviation, travel and spending time with his family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.