Margaret R. McDowell, ChFC®, AIF®, our firm founder and principal, heads our investment team. Margaret has 22 years experience in the investment advisory, financial planning and retirement field, and started the Destin area’s first Fee-Only firm in 2000. Her syndicated economic column is currently published in 25 newspapers in Florida, Alabama and Georgia . Margaret and her investment team have been interviewed and featured by the Wall Street Journal, Money Magazine, Bloomberg, Investment News, Dow Jones Newswires, and Reuters Magazine. Margaret has also been a featured guest speaker at economic conferences and has been interviewed numerous times by electronic media representatives regarding market conditions and economic trends.
All investment team members are investment advisor representatives. Our team includes two Certified Financial Planners®, two members with the Accredited Investment Fiduciary® certification, and one attorney. All client accounts are managed in-house by our investment team. We do not utilize any third party asset managers.
We invest only in publicly traded securities. We use Charles Schwab and Co, Inc. as our custodian. All clients enjoy real-time access to their accounts at Charles Schwab and receive automatic notifications of trades in their accounts as well as a monthly statement from Schwab.