2018 -2022 Vice President | Wealth Advisor Team Lead | Private Wealth @
2015 -2018 Financial Advisor | Cornerstone Planning Group @
2014 -2015 Financial Advisor @
2012 -2014 Contract and Acquisitions Specialist @
2002 -2012 Naval Officer @
Will Bowers Education
Oklahoma City University
Master of Business Administration (M.B.A.)
2015-2018
The Citadel
Bachelor of Science (B.S.) (Finance & Accounting)
1998-2002
Will Bowers Skills
Wealth Management
Insurance Planning
Retirement Planning Strategies
Risk Management
Tax-efficient Investing Strategies
Tax Efficient Investing Strategies
DBA
Will Bowers Summary
Will Bowers, based in Oklahoma City, OK, US, is currently a Executive Director, Market Team Lead for Oklahoma at J.P. Morgan Private Bank. Will Bowers brings experience from previous roles at Bank of Oklahoma, AXA Advisors, LLC and Merrill Lynch. Will Bowers holds a 2015 - 2018 Master of Business Administration (M.B.A.) @ Oklahoma City University. With a robust skill set that includes Wealth Management, Insurance Planning, Retirement Planning Strategies, Risk Management, Tax-efficient Investing Strategies and more. Will Bowers has 3 emails and 1 mobile phone numbers on RocketReach.
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