Jay Bowen Email & Phone Number
Senior Wealth Advisor @ Focus Partners Wealth
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Jay Bowen Location
- Atlanta, GA, US
Jay Bowen Work
- 2025 - now Senior Wealth Advisor @
- 2024 - 2025 Wealth Advisor and Chief of Staff, Wealth Management @
- 2022 - 2024 Wealth Management Chief of Staff and Director of Financial Planning and Wealth Advisor @
- 2020 - 2022 Manager of Financial Planning and Wealth Advisor @
- 2018 - 2020 Wealth Advisor and Financial Planner @
- 2016 - 2018 Financial Planner @
Jay Bowen Education
- The University of Georgia 2011 - 2015
Jay Bowen Skills
- eMoney Advisor
- Financial Planning
- Wealth Management
- Retirement Planning
- Financial Services
- Investments
- Investment Strategies
- Microsoft Excel
- Microsoft Word
- Microsoft Office
- Microsoft PowerPoint
- Customer Service
- Leadership
- Communication
- Certified Financial Planner
- Series 65
- Holistic Financial Planning
- Retirement Savings
- Personal Financial Planning
- Qualified Retirement Plans
- College Savings Plans
- Tax Planning
- High Net Worth Individuals
- Insurance Planning
- Estate Planning
- 401(k) Retirement Savings Plans
- Life Insurance
- Portfolio Management
- Risk Management
- Personal Finance
- Wealth Management Services
- Cash Flow Analysis
- Presentation Skills
- Customer Relationship Management (CRM)
- Morningstar
- Financial Calculations
- Fixed Annuities
- Financial Analysis
- Financial Advisory
- Asset Allocation
- Finance
- Mutual Funds
- Investment Advisory
- 401 Retirement Savings Plans
- Customer Relationship Management
- Customer Retention
Jay Bowen Summary
- Jay Bowen, based in Atlanta, GA, US, is currently a Senior Wealth Advisor at Focus Partners Wealth. Jay Bowen brings experience from previous roles at Focus Partners Wealth and Gratus Capital. Jay Bowen holds a 2011 - 2015 The University of Georgia. With a robust skill set that includes eMoney Advisor, Financial Planning, Wealth Management, Retirement Planning, Financial Services and more. Jay Bowen has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Focus Partners Wealth Employees
Jesse Stumpf
Managing Director, Research
Chicago, IL, US
Varun Sanon
Managing Director
United States
John Paduano
Managing Director, Senior Portfolio Manager
New York, NY, US
Nick Giacoumakis
Managing Director and Senior Wealth Adivosr
Windham, NH, US
Vineeta Raketich
Managing Director, Client Service
Chicago, IL, US
Sean Quigley
Managing Director, Southeast
Tampa, FL, US
Jonathan Lee
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