Chad Dowdy, CFP®, ChFC®, CLU®, CLTC®

Wealth Management Advisor

My Team

As a Financial Advisor for the Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 

Private Client Services Investment Team


The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients' unique investment management needs. We have direct access to the portfolio managers responsible for managing these Private Client Services accounts.

NMWMC Private Client Services Team

 

My Team

 
Debbie Mogan

Debbie Mogan

Associate Financial Representative

803-254-0133 ext. 3051

Debbie serves as the investment operations support person for my practice.  She is FINRA registered with Series 6 and Series 63 securities licenses, and has been with the Northwestern Mutual Columbia office since 1999. 

 
Kyle Lewis

Kyle Lewis, CPA, CFP®

Associate Wealth Management Advisor

803-254-0133 ext. 3007

Kyle meets with clients to discuss financial planning and joined our practice in 2015.  He holds a Bachelor of Science degree in Accounting from Anderson University and a Master’s in Accounting from the University of South Carolina. Prior to joining our firm, Kyle worked in public accounting and earned his Certified Public Accountant designation.  He also holds the Series 7 and Series 66 securities licenses, the SC Life and Health and Long Term Care licenses, and is a CERTIFIED FINANCIAL PLANNER™ professional. 

 
Mary Kathryn McWilliams

Mary Kathryn McWilliams

Executive Assistant

803-254-0133 ext. 3054

Mary Kathryn McWilliams was born and raised in Columbia. She graduated from the University of South Carolina, Moore School of Business in 2010 with a Bachelor of Science in Business Administration, majoring in Business Management and Corporate Finance. Mary Kathryn has been with Northwestern Mutual since January of 2010 and has worked in many roles, including College Campus Recruiting, Development, Client Relations Coordinator, and Associate Financial Representative for the Managing Director. Mary Kathryn is married to Robert H. McWilliams, Jr. She is actively involved in Junior League of Columbia, Darla Moore Young Alumni Board, and the Kappa Delta alumni chapter. In her spare time, Mary Kathryn teaches Pure Barre classes and enjoys traveling, exercising and reading.

 

Lori L Hightower

Client Service Manager

803-254-0133 ext. 3010

Lori assists existing clients with service needs and coordinates introducing them to new financial advisors when their previous advisor has left the business.  She also assists with new insurance application processing.  Lori joined our team in 2017.  

 
Lauren K Dowdy

Lauren K Dowdy

Director of Development

803-254-0133 ext. 3020

Lauren Dowdy has been with Northwestern Mutual since 2005. She has worked in many capacities in the agency, and currently serves as the Director of Development, focusing on the growth of advisors in our marketplace.  Lauren is a member of the Junior League of Columbia, serves on the Board of the Rising Champions for the Palmetto Health Children's Hospital, and is an active member of St. Joseph's Church.  Lauren is an alumna of the University of South Carolina and resides in Columbia with her husband Chad and children Charlie, Kate and Anna.

 
Roy Simmons

Roy Simmons, CFP®, RICP®, ChFC®, CLU®, CASL®

Associate Wealth Management Advisor
Office 803-254-0133

Roy graduated from Emory and Henry College with a Bachelor of Arts degree in Psychology.  He has since achieved the following designations/certifications: CFP®,  ChFC®, CLU®, RICP® , and CASL®.   Roy also holds the Series 7 and 66 securities licenses as well as the South Carolina Life and Health license.  Prior to joining my practice, Roy worked in the insurance industry in various management capacities and as the Chief Financial Officer of a sales organization.  He helps our clients with their needs in the asset allocation, 401(k), investment, and financial planning arenas.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

 
Dawn Cook

Dawn Cook

Client Service Manager
Office 803-381-7903

803-254-0133 ext. 3028

Dawn manages client review scheduling and assists with policy owner service, client relations, marketing, and administrative tasks.  An alumna of the College of Charleston, Dawn joined our practice in 2008.

 
Martha Werth

Martha Werth, CLTC®

Associate Financial Representative

803-254-0133 ext. 3001

Martha oversees Life, Disability Income, and Long Term Care case management and assists with office administration, client relations, and marketing.  She joined the Northwestern Mutual Columbia office in 2004, and holds her SC Life and Health and Long Term Care license. 

 
Susannah S Sisson

Susannah S Sisson

Administrative Assistant

803-254-0133 ext. 3100

Susannah manages the front desk by greeting clients and answering the phone to make sure clients receive courteous and prompt service. She also assists me and my team with policy owner service and administrative tasks.

 
 

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