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Donald Cowie
Financial Planner / Retirement Planni... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Equitable Advisors</span>
Seasoned financial professional delivering comprehensive retirement planning services.
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Location
Johnstown, Pennsylvania, United State...
Skills
- Retirement Planning
- Estate Planning Strategies
- Financial Planning
- Ira Distribution Planning
- Insurance Planning
- Show all
Bio
Generated by
Topline AI
Donald Cowie is a seasoned financial professional with 24 years of experience in retirement planning, estate planning, and wealth management. He holds a Master's degree in Business Administration from the University of Pittsburgh Katz Graduate School of Business and a Certificate in Retirement Planning from The Wharton School.
Experience
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Financial Planner / Retirement Planning Specialist
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Equitable Advisors
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Johnstown, PA
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Financial Planner / Retirement Planning Specialist
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Jan 2020 - Present
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Johnstown, PA
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Treasurer
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2000 - Present
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Retirement Planning Specialist
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Dec 1995 - Jan 2020
I. have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement PlanningAXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d. The Retirement Planning...
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Enterprise Venture Capital Corporation of Penns...
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Johnstown, PA
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Vice President
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Mar 1984 - Dec 1995
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Johnstown, PA
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Eastman Banks and Dolan, Inc.
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Greensburg, PA
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Financial Planner
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Dec 1983 - Mar 1984
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Greensburg, PA
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UMWA Health and Retirement Funds
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Johnstown, Pennsylvania Area
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Audit Supervisor
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Dec 1979 - Dec 1983
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Johnstown, Pennsylvania Area
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Consultant - Specialized Services Division
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Sep 1978 - Nov 1979
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Education
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2006 - 2006The Wharton School
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1977 - 1978
University of Pittsburgh Katz Graduate School of Business
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1973 - 1977
University of Pittsburgh-Johnstown
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Wealth Management”
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