Ms. Bowman has over 20 years of experience in the financial services industry. She is a Certified Private Wealth Advisor® professional, CPWA®, a Chartered Advisor in Philanthropy, CAP®, and President & CEO of Bowman Wealth Management, LLC. Her firm is a fee only, registered investment advisory practice, providing investment management & advisory services for individuals and fixed income investment strategies for municipalities and endowments. In addition, Ms. Bowman knows the structure of complex charitable giving vehicles & Donor Advised Funds and invest assets accordingly. She appreciates the strategies involved in philanthropic planning, and discusses them as part of financial, tax & estate and planning.Her Background:
Ms. Bowman's career started after receiving a Bachelor’s of Science in Business Administration from Loyola University of Chicago. Because she had completed a four-year internship with the IRS, she was recruited on campus to enter directly into the tax department of PwC, then, Price Waterhouse. In addition to public accounting, Ms. Bowman has also worked in the tax department in corporate America. Her experience in the world of finance also includes local government where she served as the treasurer and business manager for a small city park district in Illinois. As she has always enjoyed managing finances and reading tax law, Ms. Bowman coupled these passions with the world of financial planning in the year 2000. This is when she became a Series 7 and 66 licensed Financial Advisor at American Express, now Ameriprise Financial. Over the years, she has worked with hundreds of satisfied clients with whom she has established lasting and trusted relationships. The services provided to these clients include, comprehensive financial planning, retirement, tax and estate planning.Her Credentials:
Ms. Bowman holds both an advanced and a specialized designation, CPWA® and CAP®
The Certified Private Wealth Advisor designation was conferred upon her through the collaborative efforts of Yale School of Management and the Investments and Wealth Institute. As a CPWA® the complex needs of High-Net-Worth clients can be addressed by developing specific , advanced, strategies to minimize taxes, protect assets, and transfer wealth.The CAP®, Chartered Advisor in Philanthropy designation, was earned through graduate level studies at the American College of Financial Services. This specialized designation allows wealth managers to integrate a lasting legacy into a client's plan and marries the art and science of philanthropic planning. Donors can then achieve a positive impact for themselves by having an optimal effect on their finances. Most importantly, clients can have a positive impact on the lives of heirs and the mission of the community, or non- profit they are passionate about supporting.Her passions:
As a person who is passionate about helping the homeless, Ms. Bowman has both written and spoken about homelessness. She collaborates with non-profits , during their donor center events, by delivering a profound written piece that serves to give dignity & respect to the homeless while encouraging donor support. She concludes the event with education on planned giving to support the unhoused.Health is Wealth
As a huge proponent of health and wellness, her spare time is spent being active outdoors with family and friends, or teaching an early morning Spin class.

• INVESTMENTS
• SPEAKING
• PHILANTHROPIC PLANNING

• CONTACT: LET'S START THE CONVERSATION