Eric McDowell, ChFC®, CLU®, CASL®, LUTCF has an exclusive relationship with The Coup Agency located in Lewisburg, Pennsylvania. He graduated from Clarion University in 1990 and has been in the financial services business since 1991. He joined The Coup Agency in 1998 after a very successful start with The Mony Group. The Delaware Agency of National Life Insurance Company welcomed Eric in late 2006. Eric is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Pennsylvania. He is also licensed to sell insurance in Pennsylvania.
Eric works in all areas of retirement and estate planning strategies. He works with local attorneys to implement tax savings strategies and estate continuation. He was a member of the National Life's President's Club* in 2008.
Eric is a member of the Milton Rotary Club and hosted a rotary exchange student from Argentina during the school year of 2006. He is a past President of the Greater Susquehanna Valley YMCA Corporate Board. Treasurer for Suncom Industries in Northumberland, and a former member of the Milton School District School Board. Eric received the Samuel S. Fisher Award in 2004 from the Milton YMCA and he received the Past President's Award in 2005 from the Milton YMCA. Eric also coordinates the Chili Challenge (triathlon) at the Montour Preserve in Danville PA.
Eric and his two sons, Cameron and Parker, reside in Milton, Pennsylvania. When not working with his clients, Eric prefers spending time with his sons. If he is not spending time with the boys you can find him skiing, biking and running.
*Membership is based on sales criteria.
Securities and investment advisory services offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Registered Broker/Dealer affiliate of National Life Insurance Company, Montpelier, Vermont. The Coup Agency is independent of Equity Services, Inc. and National Life.
CASL® and Chartered Advisor for Senior Living® are trademarks owned by The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements.
