Stacy McDowell

Stacy McDowell has over 25 years of experience in the financial services industry. Stacy began their career in 1994 at Franklin Templeton Investments in Retirement Plan Services. In 1996, they moved to Infinity Insurance as a Claims Adjuster. Stacy then joined E*TRADE in 1997, where they held various roles over the next 21 years, including Senior Manager of Product Management, Director of Product Management, and Vice President of Product Management. In 2018, they joined Income Discovery as Chief Product Officer, Director of Product Management & Client Implementations, and Consultant. In this role, they were responsible for product management and client implementations for retirement income products and decumulation strategies, as well as being the Chief Compliance Officer for the firm.

Stacy McDowell holds a B.S. in Managerial Economics from the University of California, Davis. Stacy has also obtained certifications from the National Institute of Pension Administrators (NIPA) as an Accredited Pension Administrator (APA), from the College for Financial Planning as a Chartered Retirement Planning Counselor (CRPC\u00ae), from The American College of Financial Services as a Retirement Income Certified Professional (RICP\u00ae), and from FINRA (Financial Industry Regulatory Authority) for Series 6, 7, 24, and 63.