Chad Dowdy

Founding Partner / Private Wealth Advisor at G3 Wealth Advisors - Northwestern Mutual

Chad Dowdy is a prominent financial professional serving as the Managing Director and Wealth Management Advisor at Northwestern Mutual. He has been with the company since December 2003, marking nearly 21 years of service. Dowdy became the youngest Managing Director in the company's history in 2007, reflecting his rapid ascent within the organization. His leadership has been pivotal in building a strong team dedicated to helping clients achieve financial security through tailored strategies and comprehensive financial planning services.1 2

Professional Background

Current Roles:
- Managing Director & Wealth Management Advisor at Northwestern Mutual
- Founding Partner / Private Wealth Advisor at G3 Wealth Advisors, also under Northwestern Mutual.
Experience:
- Dowdy has held various positions, including College Unit Director and Financial Representative, before ascending to his current role. His early career began as a College Intern Representative while studying at the University of South Carolina, where he excelled as a top intern.1 2

Education and Certifications

Bachelor of Science (B.S.) in Retail Management from the University of South Carolina (2000-2004).
Certifications:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Various licenses including Series 7, 63, and 65 from the Financial Industry Regulatory Authority (FINRA) .1 3

Recognition

Chad Dowdy has received accolades for his work in wealth management, being recognized by Forbes as a Best-In-State Wealth Advisor, which underscores his expertise and commitment to client service.2 3 His approach emphasizes building enduring relationships with clients, focusing on their goals and providing expert guidance to navigate financial decisions throughout their lives.1

Overall, Dowdy's extensive experience and dedication to financial planning make him a significant figure in wealth management within the Columbia, South Carolina area.