Robert Mc Dowell

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Gulf Shores, AL 36542-0000

Credentials

Series 66

Industry experience

6 years

Expertise

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance

Work history

Edward Jones

2019 - Present (7 years)

Berkshire Hathaway HomeServices

2018 - 2019 (1 year)

RCM Consulting LLC

2017 - 2018 (1 year)

Air War College

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Jason K

CFP®, Series 63, Series 65

Foley, AL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner

Scott H

Series 63, Series 65

Perdido Key, FL

Merrill

Scott Hardie is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has focused his career on family wealth and liability management to support financial decision-making for family members. Scott has been with Merrill Lynch since 1996 after returning to New Orleans following his earlier banking career. Scott graduated with a Bachelor's degree from the University of Mississippi and completed graduate studies at George Washington University. Prior to joining Merrill Lynch, he spent 11 years in Corporate International Banking. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, Scott serves as a Board Member of the Metropolitan Crime Commission and the YMCA of Greater New Orleans. He is a native of New Orleans and a graduate of Isidore Newman School.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Lisa C

Series 66

Foley, AL

Edward Jones

Retirement income strategy Retirement withdrawal strategies Passive / index investing Wealth management ESG / Sustainable investing
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Travis H

Series 63, Series 65

Gulf Shores, AL

Merrill

Travis Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients’ unique financial goals, leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Travis holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama System. He is committed to working closely with clients one-on-one to create flexible financial strategies that reflect their long-term objectives. In addition to his professional work, Travis participates in community activities through volunteering, following Merrill’s tradition of engagement in the communities it serves.

Wealth management

Chantz B

Series 66

Foley, AL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General estate planning guidance Founder/Business Owner
user avatar

Jason D

Series 63, Series 65

Gulf Shores, AL

Dyken Wealth Strategies, Inc.

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