Bowen Smith Location
- Louisville, KY, US
Bowen Smith Work
- 2012 - now President @ Merit Harbor Advisors
- 2010 - 2012 Financial Advisor @
Bowen Smith Education
- Medical University of South Carolina
MHA (Healthcare Administration)
1993 - 1995 - College of Charleston
(Political Science)
1987 - 1992
Bowen Smith Skills
- Estate Planning
- Financial Advisory
- Series 63
- Banking
- Insurance
- Retirement Planning
- Wealth Management Services
- IRAs
- Investments
- Finance
- 401k
- Roth IRA
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Long Term Care
- Disability Insurance
- Wealth
- Property and Casualty Insurance
- Small Business
- 401k Rollovers
- ETFs
- Term Life Insurance
- Health Insurance
- Retirement
- Series 7
- 529 Plans
- Investment Management
Bowen Smith Summary
- Bowen Smith, based in Louisville, KY, US, is currently a President at Merit Harbor Advisors. Bowen Smith brings experience from previous roles at Merrill Lynch. Bowen Smith holds a 1993 - 1995 MHA in Healthcare Administration @ Medical University of South Carolina. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Banking, Insurance and more. Bowen Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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