Christopher Dowd
Advisor at Merrill
Updated today
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About
Christopher Dowd is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients as part of the Dowd-Nawrocki Group. He employs a planning-focused approach to investments, integrating risk reduction strategies that are tailored to the unique needs of each client. His experience spans working with individuals, families, small businesses, and foundations to design and implement goal-based financial plans and strategies.
Mr. Dowd joined Merrill in 1996 after earning his bachelor's degree from Queen's University in Kingston, Ontario. He holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management, legacy planning, retirement income, and strategies for managing new wealth and individual and corporate investments.
Outside of his professional responsibilities, Christopher Dowd volunteers with community organizations and enjoys personal interests such as cooking, fishing, hunting, reading, skiing, traveling, and spending time with his wife Jennifer and their two children in Grand Blanc.
Expertise
Wealth management
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Demographic focus
Parents
Women Professionals
Married/Couples/Partners
Work history
Bank Of America, N.A.
2017 - Present (9 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1996 - Present (30 years)
Jeremy W
CFP®
Davison, MI
J Wilson Wealth Management
Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.
Lee N
CFP®, Series 66
Fenton, MI
Edward Jones
Eric G
Series 63, Series 66
Flushing, MI
Edward Jones
Katrina J
Series 63, Series 66
Davison, MI
Edward Jones
Kyle R
Series 66
Davison, MI
Edward Jones
Shannon S
Series 63, Series 66
Davison, MI
Edward Jones
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