Marc Mcdowell, Aifa®

Marc Mcdowell, Aifa® Email and Phone Number

Vice President @ NFP Retirement | Retirement, Fiduciary Investment Management @ NFP Retirement Division
Marc Mcdowell, Aifa®'s Location
Madison, Wisconsin, United States, United States
Marc Mcdowell, Aifa®'s Contact Details

Marc Mcdowell, Aifa® work email

Marc Mcdowell, Aifa® personal email

n/a
About Marc Mcdowell, Aifa®

As a Vice President of Advisory Services at NFP Retirement Division, I have over 26 years of experience in providing strategic guidance and innovative solutions to retirement plan sponsors and participants. NFP is a leading insurance broker and consultant that offers employee benefits, property and casualty, retirement and individual private client solutions through our licensed subsidiaries and affiliates. My core competencies include retirement plan design, investment management, fiduciary oversight, and participant education. I hold the AIFA® credential, which demonstrates my expertise and commitment to the highest standards of fiduciary excellence and retirement plan best practices. My mission is to help my clients achieve their retirement goals and optimize their plan outcomes, while ensuring plan sponsor compliance and risk management. I partner with a team of dedicated professionals who share my passion and vision for delivering exceptional service and value to our clients.

Marc Mcdowell, Aifa®'s Current Company Details
NFP Retirement Division

Nfp Retirement Division

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Vice President @ NFP Retirement | Retirement, Fiduciary Investment Management
Marc Mcdowell, Aifa® Work Experience Details
  • Nfp Retirement Division
    Vice President, Advisory Services
    Nfp Retirement Division May 2019 - Present
    Aliso Viejo, Ca, Us
  • Motiv Bowling
    Staff Member
    Motiv Bowling Mar 2015 - Present
    Spring Lake, Mi, Us
  • Bronfman Rothschild Plan Advisors
    Director & Principal, Plan Advisor Services
    Bronfman Rothschild Plan Advisors Jun 2014 - May 2019
  • Baker Tilly Investment Advisors, Lp
    Retirement Plan Advisor
    Baker Tilly Investment Advisors, Lp Feb 2007 - Jun 2014
    Chicago, Il, Us
    Describe your position
  • Citi
    Financial Consultant
    Citi Nov 1997 - Feb 2007
    New York, New York, Us
  • Professional Bowlers Association (Pba)
    Professional Bowler
    Professional Bowlers Association (Pba) Aug 1985 - Nov 1997
    Us
    1986 PBA & Sporting News "Rookie of the Year"1992 Bowling Writers Association of America "Bowler of the Year"1991-92 PBA President1992 PBA Tour Leading Money Winner5-Time PBA Tour Champion, including the 1992 Firestone Tournament of Champions

Marc Mcdowell, Aifa® Skills

Retirement Planning 401k Retirement Investments Financial Advisory Finance Investment Advisory Retirement Plan Consulting Pensions Strategic Financial Planning Mutual Funds Investment Management Financial Planners Wealth Management Asset Management Employee Benefits Series 7 Financial Services Fixed Annuities Asset Allocation Estate Planning Series 63 Series 6 Finra Erisa Investment Strategies Uniform Combined State Law Small Business Defined Benefit Defined Contribution Securities Tax

Marc Mcdowell, Aifa® Education Details

  • West Texas A&M University
    West Texas A&M University
    General Business
  • Monona Grove High School
    Monona Grove High School

Frequently Asked Questions about Marc Mcdowell, Aifa®

What company does Marc Mcdowell, Aifa® work for?

Marc Mcdowell, Aifa® works for Nfp Retirement Division

What is Marc Mcdowell, Aifa®'s role at the current company?

Marc Mcdowell, Aifa®'s current role is Vice President @ NFP Retirement | Retirement, Fiduciary Investment Management.

What is Marc Mcdowell, Aifa®'s email address?

Marc Mcdowell, Aifa®'s email address is ma****@****lly.com

What schools did Marc Mcdowell, Aifa® attend?

Marc Mcdowell, Aifa® attended West Texas A&m University, Monona Grove High School.

What skills is Marc Mcdowell, Aifa® known for?

Marc Mcdowell, Aifa® has skills like Retirement Planning, 401k, Retirement, Investments, Financial Advisory, Finance, Investment Advisory, Retirement Plan Consulting, Pensions, Strategic Financial Planning, Mutual Funds, Investment Management.

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