Kevin Bowyer
Senior Vice President, Financial Advisor
CFA®, CFP®
Contact Kevin
Team Office
Kevin’s Locations
Charlotte, NC 28211 (704) 553-8006
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
View All2023
Five Star Wealth Manager (2023)
Five Star Professional
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
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(Weekdays 8am–6pm Central)
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