Mike Dowell

About Mike Dowell

I graduated from Wake Forest University in 1986 and joined Dean Witter Reynolds immediately afterwards. I met and married my first ever sales assistant Lesa in 1988. Lesa and I have two children and live in Davie County. We enjoy tennis, traveling and being outdoors.Through mergers and acquisitions I spent 24 years with Dean Witter/Morgan Stanley/Smith Barney. In May of 2010 I decided to move my practice to Wells Fargo Advisors. It is here that I have made my home and hope to stay for the remainder of my career.For over 35 years I have helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients & their families deserve. I pride myself on the accessibility, accountability and flexibility I offer my clients. Integrity, objective advice, and attention to detail are the hallmarks of my practice.Please contact me by e-mail at m••••••••@wfadvisors.com or by phone at 33••••••48. I cannot respond to messages through LinkedIn InMail. You may also visit my website at wfadvisors.com/mike.dowell for information about my practice and the services I provide to my clients. I am currently accepting new clients and appreciate your referrals.This information is intended for use by residents of CA, FL, GA, MD, MN, NC, OH, PA, SC, and VA and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Vice President - Investments, Pim Portfolio Manager

   Wells Fargo Advisors

   May 2010 — Present

   I do more than provide investment advice to the average investor. As a Financial Advisor and PIM Portfolio Manager, I can offer one of the broadest ranges of financial products and services available in the industry – including investment planning, asset management, equity research, portfolio strategy, wealth management, a varied assortment of mutual funds and annuities. I can also provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products. My focus within all of these services is Investment Strategies, Portfolio Management and Retirement Planning.

Education

• Wake Forest University

  BS

  1982 — 1986

Skills

• Investments
• Investment Strategies
• Fixed Income Strategies
• Investment Banking
• Strategic Planning
• Consolidating Your Retirement Assets
• Financial Advisory
• Financial Analysis
• Stock Analysis
• Wealth Preservation Planning
• Insurance Through Wells Fargo Advisors Affiliates
• Business Owner Planning
• Asset Allocation
• Risk Management
• Investment Planning
• Series 7
• Estate Investment Planning
• 401(K) Rollovers
• Insurance
• Retirement Planning
• Financial Services