Wells Fargo Advisors
41yrs
Top advisor by experience in Miramar Beach
15yrs
Based in Miramar Beach, Florida, Patrick McDowell is a fiduciary financial advisor with 15 years of industry experience. Patrick joined Mariner in 2022, after 11 years at Arbor Wealth. Patrick holds the CFP® designation.
One of 29 advisors with offices in Miramar Beach, and one of 27 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 61% of advisors at Mariner
Office13330 Emerald Coast Parkway West, Miramar Beach, FL 32550
FirmMariner
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.12 million
Advisors at the firm991
States licensed ?1 state
Services through Mariner
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowMarinerCurrent firm
- 2011 – 2022Arbor WealthPreviously
Contact Patrick
(913) 904-5700Firm headquarters in Overland Park, KS. Ask for Patrick. 13330 Emerald Coast Parkway WestMiramar Beach, FL 32550Office · Get directions Firm websitesrs.mariner.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Mariner at (913) 904-5700 and ask for Patrick McDowell. Patrick works from the Miramar Beach, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2011, about 15 years. More experience than 61% of advisors at Mariner.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Mariner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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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