About McDowell Insurance & Financial Services
From coverage and claims support to retirement and investment planning, our advisors pair responsive service with a dual-department model that keeps every policy and plan aligned to your goals.
Serving the Upstate and beyond with in-person and virtual appointments.
Our Story
McDowell Insurance and Financial Services was founded to give Upstate households and businesses the support of a close-knit team with the reach of trusted carrier and investment partners. We believe in meeting clients where they are—whether that means bundling coverage for a growing family or structuring a retirement income plan for a business owner.
Today, our dual departments keep specialist advisors focused: maroon for Insurance, forest green for Wealth Management. Together we coordinate protection, growth, and claims guidance so every policy and portfolio has a single point of accountability.
Our promise is response time and clarity—so you always know your next step, whether it is a claim or a retirement milestone.
Leadership & Team
Insurance specialists and wealth advisors collaborate to keep every client conversation coordinated.
Founder & Principal Advisor
Leads strategy across insurance and wealth divisions with a focus on responsive service and compliance.
Personal Lines Specialist
Helps families bundle auto, home, and life coverage with clear renewal reminders.
Wealth Management Advisor
Guides retirement income planning, rollovers, and tax-aware investment strategies.
Client Service Lead
Coordinates claims support, certificates, and policy changes with same-day responses.
Same-business-day responses for quotes, policy changes, and claims guidance.
Access to a broad carrier network to balance coverage, budget, and claims support.
Guidance aligned to your goals with Lincoln Investment / Capital Analysts affiliation noted for wealth engagements.
Upstate South Carolina based with virtual availability for families and business owners statewide.
Carriers & Partnerships
Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Lincoln Investment, Capital Analysts, and McDowell Insurance and Financial Services are independent and non-affiliated.
Community & Recognition
We support local schools, nonprofits, and business councils through workshops, sponsorships, and on-site benefit education. Our team regularly volunteers and speaks at community events to keep neighbors informed on coverage and retirement topics.
Since
2003
Years serving SC families & businesses
Carriers
20+
Choice to match coverage & budget
Advisors
2
Insurance & wealth specialists
Workshops
30+
Annual sessions across the Upstate
Ready To Get Started?
Choose the path that fits your next decision—quote, claim, or consultation.