Jared joined the Dowd Wealth team at the start of 2022 as the Branch Operations Manager. After studying Psychology at the University of Massachusetts Amherst, Jared decided he wanted to make his passion for financial planning and products a career. He went on to complete the financial planning certificate program at Bryant University to further his knowledge and better serve clients, as well as pass the SIE exam prior to joining Dowd. He holds his series 7 license with LPL Financial and his series 66 license with Private Advisor Group. He also holds life, accident & health, and variable life/annuity producer licenses and is a notary in the Commonwealth. He plans on pursuing additional licenses and taking the CFP exam in 2024 and greatly looks forward to earning his designation. Living in western Massachusetts his entire life, Jared knows the local communities well and enjoys helping his neighbors with a client-first approach. Nothing brings him greater joy than giving clients confidence about their future, solving complex financial problems, and analyzing investment opportunities.
Outside of work, Jared is always working to further his financial knowledge. He creates financial content on LinkedIn and also enjoys spending time socializing, gaming, exercising, and traveling. He is an avid football fan and a lover of muscle cars.