Jimmy joined Dowd Wealth in June 2020 as an assistant on the Retirement Team. As an assistant, Jimmy is dedicated to supporting our client’s retirement needs through collaboration with the Dowd Team and the vendors we do business with. He is goal-oriented and always striving for the next challenge. Since joining Dowd, he has completed the Securities Industries Essentials exam along with the Series 7 held with LPL Financial. He currently has his sights set on the Series 66 held with Private Advisor Group and LPL Financial. He is planning for the CPFA exams in the near future.
Some of Jimmy’s interests outside of the workplace are spending time with friends & family and watching sports. He also enjoys volunteering for the charity BakingMemories4Kids, which helps send children with life threatening illnesses on an all-expense paid trip of a lifetime to Disney World with their families.
Prior to joining Dowd Wealth Management, he graduated Summa Cum Laude from SUNY Binghamton’s School of Management in May 2020, with a concentration in finance and management information systems. While studying finance and MIS he developed an interest in the finance industry and is now beginning his career with great drive and enthusiasm.
Jimmy is very excited to be at Dowd Wealth Management, matching his values with his career path. He looks forward to all the challenges yet to come and all the great times that are around the corner.