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Bowman Financial Group, LLC Employee Directory

Investment ManagementNorth Carolina, United States2-10 Employees

Bowman Financial Group, LLC is a Charlotte, North Carolina–based firm in the investment management industry that focuses on long-term wealth planning and management. Its advisory and investment offerings are delivered through a network associated with Lincoln Financial Services; investment products are available to residents in several states, including North Carolina, while advisory services are provided to residents in North Carolina.

The firm provides a range of planning and wealth-management services, such as retirement planning, portfolio analysis, asset allocation design, college funding strategies, estate planning, business planning, and executive bonus solutions. It also offers life, long-term care, and disability income insurance as part of its overall service scope. Bowman Financial Group and Lincoln Financial Securities are not affiliated, and the services operate under compliance guidelines.

Find Bowman Financial Group, LLC employees' phone numbers or email addresses

Bowman Financial Group, LLC Global Highlights

Location
Employees

North America
1

Minus sign iconPlus sign icon
  • United States Of America
    1

Bowman Financial Group, LLC's Leadership

  • Stylized image of a person
    A. B.
    Principal
    Phone icon
    Mobile Phone

Bowman Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other
  • Business

Contact profiles from Bowman Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. B.
    Principal
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Oct 18, 2024

Frequently Asked Questions

What is Bowman Financial Group, LLC known for?

Minus sign iconPlus sign iconBowman Financial Group, LLC was founded in 2008 operates in the Investment Management industry. Explore Bowman Financial Group, LLC's company overview page for more information.

What is Bowman Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconBowman Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bowman Financial Group, LLC email formats with LeadIQ.

How many employees does Bowman Financial Group, LLC have currently?

Minus sign iconPlus sign iconBowman Financial Group, LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Bowman Financial Group, LLC's key employees and leadership?

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As of July 2026, Bowman Financial Group, LLC's key employees include:

  • Principal: A. B.

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