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Kevin Bowyer

Senior Vice President, Financial Advisor

CFA®, CFP®

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Kevin’s Locations

4521 Sharon Road, Suite 400
Charlotte, NC 28211
(704) 553-8006
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About Kevin

Kevin has been advising clients since 2002, and his focus has always been to provide prudent and objective guidance to his clients. He enjoys working with individuals across all stages of the financial planning spectrum, whether they be a recent retiree or a younger person just beginning to plan for their financial future. Kevin helps his clients to identify, plan for, and ultimately work toward their financial goals. Kevin and his wife, Kelly, live in Charlotte with their three daughters. They are members of Hope Community Church and enjoy volunteering in Charlotte and the surrounding communities.

Contact Kevin at (704) 409-2584

Education

  • BA, Wofford College

Awards & Recognition

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2023

Five Star Wealth Manager (2023)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 8/1/23 for the period of 10/10/22 through 5/05/23.

  1. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 8/1/23 for the period of 10/10/22 through 5/05/23.

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