Jay Bowen Email & Phone Number
Wealth Management Chief of Staff and Director of Financial Planning and Wealth Advisor @ Gratus Capital
Jay Bowen's Location
Atlanta, GA, US
Jay Bowen's Work
- Wealth Management Chief of Staff and Director of Financial Planning and Wealth Advisor @ Gratus Capital
- Manager of Financial Planning and Wealth Advisor @ Gratus Capital
- Wealth Advisor and Financial Planner @ Gratus Capital
- Financial Planner @ Turnkey Planning Solutions
- Financial Planning Intern @ Financial Services Company
- Financial Planning Intern @ SoundRiver Advisors
Jay Bowen's Education
- The University of Georgia
Bachelor's degree (Financial Planning and Services)
2013 - 2015 - Georgia College and State University2011 - 2013
Jay Bowen's Skills
- eMoney Advisor
- Morningstar
- Microsoft Excel
- Microsoft Word
- Financial Calculations
- Fixed Annuities
- Qualified Retirement Plans
- Retirement Savings
- College Savings Plans
- Customer Service
Jay Bowen's Summary
Jay Bowen, based in Atlanta, GA, US, is currently a Wealth Management Chief of Staff and Director of Financial Planning and Wealth Advisor at Gratus Capital, bringing experience from previous roles at Gratus Capital LLC, Turnkey Planning Solutions and Ameriprise Financial Services, Inc.. Jay Bowen holds a 2013 - 2015 Bachelor's degree in Financial Planning and Services @ The University of Georgia. With a robust skill set that includes eMoney Advisor, Morningstar, Microsoft Excel, Microsoft Word, Financial Calculations and more, Jay Bowen contributes valuable insights to the industry. Jay Bowen has 2 emails on RocketReach.
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