CHAD DOWDY - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the Senior Leadership Team
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President, Investment Products, President, Mason Street Advisors
Job Titles:
- Wealth Management Advisor
Job Titles:
- Director of Investment Operations
Caroline joined Drew and Jarrod's team in 2021. She graduated from the University of South Carolina, majoring in finance and marketing. Caroline holds her FINRA series 7, 63 and SIE securities registrations as well as her life and health insurance licenses. During her free time she and her fiancé Mike enjoy watching the Gamecocks play.
Job Titles:
- Director of Client Experience
Christina joined Jarrod Stokes' team in 2021, where she is responsible for client services, marketing and working closely with Jarrod. After living in Edinburgh, Scotland for 6 years, she recently moved back to her home state of South Carolina and is a graduate of USC-Aiken. Christina currently holds her life and health insurance licenses. She enjoys being outdoors, traveling and cheering on her favorite teams with her husband and their dog, Louis.
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
David Van De Water has been part of the financial services industry since 1982. Dave has earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) professional designations. He has devoted his career to advising clients regarding wealth protection, accumulation, and distribution. Dave is a graduate of Columbia International University.
Dawn has worked at Northwestern Mutual with George Starnes' team since 2008. She is responsible for handling client service and marketing. Dawn is our main point of contact for scheduling many of our team members' schedules. She is a graduate of the College of Charleston.
Job Titles:
- Investment Operations Manager
Debbie began working for George Starnes in 1999. Debbie runs the investment operations component of our practice and oversees the day to day operations of our investment accounts including account and trade processing. Debbie holds her FINRA series 6 and 63 securities licenses as well as her life and health insurance licenses. Debbie is a graduate of California State University Fresno.
Job Titles:
- Private Wealth Support Advisor
Diane has worked for Northwestern Mutual for 5 years. She now works in our investment operations department. Diane holds her FINRA series 6, 7, and 63 securities licenses as well as her life and health insurance licenses. Diane is a graduate of Texas A&M.
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Drew Stevens joined Northwestern Mutual as an intern in 2008 while attending the University of South Carolina, and graduated with a double major in Corporate Finance and Risk Management in 2010. Drew is a securities licensed, insurance agent, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Retirement Income Certified Professional (RICP®), Registered Investment Advisor and holds the Chartered Life Underwriter (CLU®) designation. Born in New York, Drew grew up on Hilton Head Island and intends to call Columbia, SC home for the rest of his life. He serves with the Darla Moore School of Business Alumni Board and the Business Partnership Foundation, The United Way of the Midlands Board and multiple committees, and The American Heart Association (of the Midlands). He and his team are dedicated to serving clients at the highest level, providing retirement planning (specifically, tactical wealth distribution), estate and insurance planning, tax mitigation planning, college funding, and asset management.
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
George Starnes has been part of the financial services industry since 1982. George has earned the following designations: Master of Science in Financial Services (MSFS), Accredited Estate Planner (AEP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). He learned early in his career that to succeed in this business he had to earn each client's trust, understand their needs, and put their interests first to design appropriate individualized solutions. George is a graduate of Lander University.
Grace is a graduate of the University of South Carolina. She joined Drew's team in 2021 and holds her life and health insurance license. She works closely alongside Drew to support him in his role as a Private Wealth Advisor, and is responsible for client service, insurance, and marketing. Grace serves on the Steering Committee of United Way's Young Leaders Society.
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Director of Client Experience
- Insurance Operations Manager
Jarrod has been a part of the financial services industry since 2006 when he joined Northwestern Mutual as an intern. Jarrod holds the following professional certifications: CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). He truly enjoys building relationships through collaborative financial planning and the subsequent positive impact that he has on families and businesses. Jarrod resides in Lexington, SC and is a graduate of the University of South Carolina.
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Senior Leadership Team
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Associate Wealth Management Advisor
- CFP
Kyle joined our team in 2015 as an Associate Wealth Management Advisor. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Public Accountant (CPA). He serves as an investment and planning specialist and works closely with our clients for financial planning, assists with account questions, and helps clients establish and feel comfortable with their online account access. Kyle is a graduate of Anderson College.
Job Titles:
- Insurance Operations Manager
Logan joined Jarrod Stokes's team in 2021 after working elsewhere in the insurance industry for a couple of years. Prior to that, he was in the golf business ranging from cart attendant to head golf professional, spanning over 20 years. Logan graduated from Campbell University with a Bachelor's Degree in Business Administration. When Logan is not working, you can find him enjoying spending family time with his wife and baby boy Carter. He is also a huge Kentucky Wildcats fan. Go Cats!
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Director of Operations
- Managing Director of Northwestern Mutual 's Columbia
- Wealth Management Advisor With G3 Wealth Advisors
Mary Kathryn joined Chad's team in 2010. She holds her Life, Health, and Long-Term Care insurance licenses. At our firm she is responsible for new insurance business coordination. Mary Kathryn works closely with Chad to support him in his roles as a Wealth Management Advisor with G3 Wealth Advisors and Managing Director of Northwestern Mutual's Columbia district office. Mary Kathryn is a graduate of the University of South Carolina.
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Robert joined our team in 2021 after several years in distribution and commercial banking in Greenville. He is excited to settle back in to his hometown. Robert is a graduate of Furman University and Clemson College of Business. He enjoys live music, traveling with his fiancé and friends, and playing with his dog, Lila.
Samuel Charlton Dowdy, George R Starnes III, Drew Stevens, Jarrod Lee Stokes, Andrew Tyler Daniels, Spencer Kyle Lewis, Diane E Rager, Caroline Kaye Robinson and Robert H Starnes use G3 Wealth Advisors as a marketing name for doing business as representatives of Northwestern Mutual. G3 Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Samuel Charlton Dowdy, George R Starnes III, Drew Stevens, Jarrod Lee Stokes, Andrew Tyler Daniels, Spencer Kyle Lewis, Diane E Rager, Caroline Kaye Robinson and Robert H Starnes provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Samuel Charlton Dowdy, George R Starnes III, Drew Stevens, Jarrod Lee Stokes, Andrew Tyler Daniels and Spencer Kyle Lewis are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Samuel Charlton Dowdy, George R Starnes III, Drew Stevens, Jarrod Lee Stokes, Andrew Tyler Daniels, Spencer Kyle Lewis, Diane E Rager, Caroline Kaye Robinson and Robert H Starnes provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Samuel Charlton Dowdy, George R Starnes III, Drew Stevens, Jarrod Lee Stokes, Andrew Tyler Daniels, Spencer Kyle Lewis, Diane E Rager, Caroline Kaye Robinson and Robert H Starnes are Insurance Agents of NM.
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Research Specialist, NMWMC Research
Tyler joined Drew and Jarrod's team in 2022. After graduating from The Citadel in 2014 he began his career in the finance industry working for a private wealth advisory practice in Columbia, SC. He is also a former member of the South Carolina Army National Guard. When not working, Tyler enjoys spending time on Lake Murray with his fiancé Meghan and their chocolate lab Lilly.
Job Titles:
- Associate Portfolio Manager, Private Client Services