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James D
ChFC®, Series 63, Series 66
Duluth, GA
Legacy Partner Group
James Dowdy is a financial advisor at Legacy Partner Group with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Avantax Insurance Agency, Avantax Advisory Services, and Cetera Wealth Services. Legacy Partner Group is an independent advisory practice that provides fee-based, discretionary portfolio management and custom investment services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm employs a tactical allocation strategy using fundamental and cyclical analysis to manage risk and seeks improved performance across approximately $85 million in discretionary assets.
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