UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
34yrs
Sandra Macdowell is a financial advisor in Dallas, Texas, with 34 years in the industry. Sandra joined Morgan Stanley in 2012, after three years at Morgan Keegan & Company and 16 years at Merrill. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience34 years (since 1992)
How that compares ?Top 8% by experience in Texas
Office8383 Preston Center Plaza Suite 400, Dallas, TX 75225
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2012 – nowMorgan StanleyCurrent firm
- 2009 – 2012Morgan Keegan & Company, LLCPreviously
- 1992 – 2009MerrillPreviously
Contact Sandra
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Sandra. 8383 Preston Center Plaza Suite 400Dallas, TX 75225Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Sandra
Tailored to Sandra’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Sandra
How do I contact Sandra?
Call Morgan Stanley at (914) 225-5510 and ask for Sandra Macdowell. Sandra works from the Dallas, TX office.
How long has Sandra been a financial advisor?
Sandra has been in the industry since 1992, about 34 years. Top 8% by experience in Texas.
What licenses does Sandra hold?
Series 63. Tap any license on this page to see what it allows.
Is Sandra a fiduciary?
Sandra is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Sandra paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Sandra for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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