2023 40 Under 40 Spotlight: Chuck Dow, 2018

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Then: Financial adviser and field director, Northwestern Mutual
Now: Managing director, Synergy Wealth Solutions Inc.

At the end of 2020, Chuck Dow embarked on a new venture within financial planning. He launched the Springfield office of St. Louis-based Synergy Wealth Solutions Inc., leading and training a team of now 12 full-time financial advisers while growing his own advising practice.

Dow, 44, has learned two keys to success are to “surround yourself with really talented people who are smarter than you and build the culture that people want to be involved with.” He’s still working on another key: delegating tasks.

He says he’s experienced fast growth at Synergy.

“As we stood there in December of 2020, this was nothing but an idea,” he says. “To go from an idea to a thriving office with 12 full-time advisers in basically 24 months, I’m really proud of it.”

What he most loves about financial advising after a decade in the industry hasn’t changed. He says it’s building deep and personal relationships with clients.

Best piece of advice to young professionals?
Never stop being a student.