I had the honor of serving our nation for over 30 years, with most of that time being in the Special Operations Forces as an Army Green Beret. I now continue to serve others in my community and across the nation as a financial advisor.
I believe that success and fulfillment come from a desire and ability to lead and serve. My ability to lead during high stress operations enabled me to directly help others navigate difficult times and succeed. My commitment to serve a cause that was greater than myself is what guided my actions during my service to our nation.
I became a financial advisor so I could continue to add value to others by leading my clients through one of the most important aspects of their lives, their finances. My service to my clients comes as I leverage my 'teamwork' mentality, positive outlook and critical thinking skills. I am committed to educate and inform my clients and be there when my clients need me.
I maintain a focus on helping you succeed as an individual investor and/or business owner. I begin with understanding what is most important to you and then use an established process to build a personalized strategy, supported by financially sound decisions, to help you achieve your financial goals. Our work together doesn’t stop with the production of a plan; since life often gets in the way of even the best plans, we will continue to partner together throughout your life to navigate the changes to keep you on track.
I believe that good relationships are critical to defining problems and developing sound solutions. I also believe that face-to-face communication is important, and we can do that by leveraging technology even when we are separated by long distances. I am fortunate to work for a firm that has thousands of people and advanced technology supporting you and I as we build our relationship.
Your financial future shouldn’t be left to chance; let's sit down together (in person or virtually) to discuss what's important to you.
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- New Investors
- Retirement Savings Strategies
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Personal Fitness
Office Address214 A Professional Court
Gulf Shores, AL 36542
Mailing AddressP O Box 1022
Gulf Shores, AL 36547
Phone NumberBob McDowell at (251) 968-9010
|Mon||08:00AM - 05:30PM|
|Tue||08:30AM - 06:00PM|
|Wed||08:00AM - 05:30PM|
|Thu||08:30AM - 06:00PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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