Jeff McDowell is a Partner of Roadstead Capital Partners, LLC* and its’ investment strategy team. Jeff has extensive experience in estate management, trust administration, retirement planning, and portfolio modeling for high net worth individuals and families.
Prior to joining Roadstead, Mr. McDowell held positions with Wells Fargo Private Bank where he specialized in trust and estate planning and with Wells Fargo Advisors where he consulted a select group of high net worth families on investment planning and portfolio management.
Jeff is a graduate of Clemson University where he received a B.S. in Corporate Financial Management and is a registered CFP® (CERTIFIED FINANCIAL PLANNER™). He holds his series 7 and 66 securities licenses and is an Investment Advisor Representative with Osaic Wealth, Inc. When away from the office, Jeff enjoys golfing, traveling, cooking and Clemson football. Jeff lives in West Ashley with his wife Rachel and three kids Aidan, Emmy and Sofia and dog Zoey.