Our Associates

Joel A. McEwan
 President
E-mail:  Joel@McEwanWealth.com

          Joel started his financial career back in 1994 in the banking industry and after a few short years was an Associate VP at Raymond James and Associates. He left RJ in the spring of 2003 with his substantial client base and support staff and launched his own independent Wealth Management firm. This company was established to serve the financial needs of his clients with professional service and guidance.

With over 40 years of combined investment experience, Joel and staff can help you to apply an appropriate investment strategy that will match your particular needs, goals and objectives.

“I look forward to coming to work each day and embrace the challenge of today’s volatile investment markets and will do my best to help enrich the lives of my clients.”

Joel has successfully completed the FINRA sponsored Examinations of:

Series 7: General Securities Representative

Series 24: General Securities Principal

Series 63: Uniform Securities Agent State Law

Series 65: Uniform Investment Advisor

Licenses held:

Insurance License: Life, Health & Variable Annuity

 Jeff Mowry
Client Services
Jeff@McEwanWealth.com

      With over 15 years experience in the securities industry, Jeff provides a high level of client assistance.  His operational knowledge helps to enhance communication and understanding of client portfolio servicing.
 

Jeff played an integral role in the first five years in assisting Joel McEwan and his client base as he transitioned to opening an independent wealth management firm.  Then after three years in the promotional products industry, Jeff has returned to pick up where he left off in providing excellent client services and operational support.  He also maintains the FINRA Series 7 General Securities Representative license, giving him the ability to further assist clients with quotes, trades, and questions they may have regarding accounts and investments.