Jeffrey P. Dowds, CPA, CFP®
Jeffrey P. Dowds, CPA, CFP®, is a Wealth Planner in Glenmede’s Philadelphia office, where he develops, implements and monitors comprehensive estate and wealth plans. In addition, he continues to provide income tax planning advice and preparation services to the Company’s individual clients.
Prior to joining Glenmede, Mr. Dowds was employed as a Tax Consultant at Deloitte & Touche LLP in their Boston and Philadelphia offices. In this role, Mr. Dowds was responsible for the preparation and review of individual, fiduciary, and gift tax returns for high net worth families.
Mr. Dowds received a Bachelor of Arts degree from Boston University and Masters of Taxation degree from Villanova University. Mr. Dowds is a licensed Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™.
Mr. Dowds is also a member of the Financial Planning Association and Philadelphia Estate Planning Council in addition to American and Pennsylvania Institutes of Certified Public Accountants.
B.A., Boston University
Masters of Taxation, Villanova University