Cory Dowell
Managing Director & Private Wealth Advisor with UBS - Clarity Advisors
- Role
- Managing Director & Private Wealth Advisor at UBS
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Cory Dowell
Ability to apply knowledge of planning techniques to complex situations involving wealth.…
Experience
Managing Director & Private Wealth Advisor
May 2020 — Present · Dallas-Fort Worth, TX, US
Provide advice and guidance to clients and their professional advisors regarding asset allocation, investment strategy, taxation, estate planning, business transactions, banking, credit/lending strategies and charitable giving plans. I am a Certified Financial Planner®.
Education
The University of Texas at Arlington
BBA, Finance
1994 — 1998
SMU Cox School of Business
MBA, Finance & Financial Consulting
2002 — 2004
Skills
- Wealth
- Portfolio Management
- Financial Advisory
- Equities
- Wealth Management
- Asset Allocation
- Financial Modeling
- Risk Management
- Capital Markets
- Estate Planning
- Strategy
- Investment Management
- Financial Services
- Investment Strategies
- Alternative Investments
- Finance
- Investments
- Retirement Planning
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