Chad Dowdy, CFP®, ChFC®, CLU®, CLTC®

Wealth Management Advisor

Professional

Chad has been a part of financial services industry since 2003 and has continually sought to improve his knowledge and expertise through continuing education and hard work.

 

Managing Director & Wealth Management Advisor

2007 – Present

 

Certifications and Education

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Achieved his CFP® certification in 2015 from the Certified Financial Planner Board.

The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board.

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

 

 

Chartered Financial Consultant (ChFC®)

Achieved his ChFC® designation in 2009 from the American College.

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

 

Chartered Life Underwriter (CLU®)

Achieved his CLU® designation in 2009 from the American College.

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

 

Certified in Long-Term Care (CLTC)

Achieved his CLTC designation in 2007 from The Corporation for Long-Term Care Certification, Inc.

The "Certified in Long-Term Care" designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals with the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.

 

Financial Industry Regulatory Authority (FINRA)

Series 7: General Securities Representative Examination

Series 9: Options Regulation

Series 10: General Securities Sales Supervisor

Series 26: Investment Company and Variable Contracts Products Registered Principal

Series 63: Uniform Securities Agent Laws

Series 65: Uniform Registered Investment Advisor

 

The University of South Carolina, USC  

A 2004 graduate with a Bachelor of Science degree in Retail Management.

 

Awards and Honors

Throughout his career, Chad Dowdy has earned numerous awards including:

  • The State Newspaper's 20 Under 40 Honoree - 2017
  • Million Dollar Round Table, MDRT:  2010 - present
  • Graduate of Northwestern Emerging Leaders Program
  • NAIFA Young Advisor Team: 2007 - Present
  • IPS Field Committee
  • Boys and Girls Club of the Midlands board member
  • Columbia Estate Planning Council board member
  • Top College Unit Director 2005: Northwestern Mutual
  • Top College Intern 2002: Northwestern Mutual

 

Associations & Memberships

NAIFA

Chad Dowdy is a Member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of the NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

 

 

Managing Director - Columbia, SC

As the Managing Director, Chad is always looking to grow his practice by extending to talented and driven individuals the opportunity to the Columbia office.

During my time at the University of South Carolina, I was introduced to Northwestern Mutual through the highly rated Northwestern Mutual Financial Representative Internship Program. My experience as an intern was extremely positive, and I found such a great opportunity here in Columbia that I made Northwestern Mutual my career.

Since then I have devoted myself to helping my clients find financial security for themselves and their families. In addition to working closely with new and existing clients,  I successfully ran the College Internship Program for two years prior to being appointed Managing Director in 2007.

Today, our team continues to help our clients achieve financial security.  Our internship program in Columbia, SC is one of the most successful in the country, and Northwestern Mutual - Columbia, is one of the most attractive opportunities in the country for career changers.  If you are interested in learning more about entrepreneurial opportunities as a Financial Representative or Financial Advisor please click on the Contact Me button.

 

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck