Preston Dowell
My Mission Statement
About Preston
Preston has dedicated his career to serving the wealth management needs of successful professionals, families and business owners across the Southeast. He enjoys partnering with his mother, Melanie, and brother, Walker, in overseeing their family wealth management practice. Together, they work closely to solve their clients' financial challenges, delivering thoughtful and objective advice for life's most important milestones. He comes to work every day focused on helping the people in his community, always striving to make a significant impact on the quality of their lives. Preston began his career in wealth management after graduating from the University of Mississippi with a bachelor's degree in managerial finance. In 2011, he started as a sole practitioner Financial Advisor at Morgan Stanley, working down the hall from his parent's practice. At first, there was little overlap in the clients they each served, but over time, they enjoyed more and more joint projects, making the decision to join practices in 2014 an easy one. As an Alternatives Investment Director and Financial Advisor, Preston is responsible for the discovery, portfolio creation and client-facing portfolio review and monitoring of each client's customized wealth plan. His advanced credential in alternative investments provides valuable insights and analysis in a number of areas, including private equity, private real estate, hedge funds, income generation and risk management. He brings this knowledge and experience to the clients of The Dowell Group, delivering sophisticated strategies to enhance the growth and preservation of their assets. Preston is happily married to Betsy Dowell. He enjoys raising their son, Michael, being with their 2 dogs and all things outdoors.
2024 Forbes Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Management Teams
2023 Top Next-Gen Wealth Advisors Best-in-State (#1 Mississippi)
2022 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State
2019 Top Next-Gen Wealth Advisors Best-in-State (Mississippi)
Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22 – 3/31/23.
Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. Forbes Top Next-Gen Wealth Advisors Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 – 3/31/19. Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. Forbes Top Next-Gen Wealth Advisors Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 – 3/31/23.
Location
Portfolio Insights
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
