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DOWELL FINANCIAL GROUP
Kelly Dowell LUTCF® , CLTC® , RICP®

Diversifying Assets

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Kelly Dowell is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Alabama, Florida, Mississippi, Iowa, Illinois, Missouri Louisiana, Texas, Hawaii and Indiana. No insurance business may be conducted outside these states referenced.

Kelly Dowell is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, 27154-A Pollard Road, Daphne, AL 36526, 251-445-8800. Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of Alabama, Florida, Mississippi, Iowa, Missouri, Louisiana, Illinois, Indiana and Tennessee. No offers may be made or accepted from any resident outside the specific states referenced.

*Kelly Dowell is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of Alabama. As such, these services are strictly intended for individuals residing in the specific state referenced.

Trevor Dowell is a agent licensed to sell insurance through New York Life Insurance Company and may be licensed to sell insurance through various other independent unaffiliated insurance companies.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Dowell Financial Group , Inc., is not owned or operated by NYLIFE Securities or any affiliates.

Copyright 2023. All Rights Reserved.
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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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