Edward Jones - Financial Advisor: David Bowman, AAMS®
Investing
Why pick this one
David Bowman offers AAMS®-certified financial advising in Oak Ridge focused on retirement income, business retirement plans, estate strategies, and college savings.
Best for
- Retirement income planning
- Business retirement plan guidance
- Estate and legacy strategy planning
- College savings planning
- Portfolio reviews
- People seeking an introductory financial consultation
Look elsewhere if
- People requiring Saturday or Sunday office appointments
- People seeking a service outside financial advising and investment planning
Specialties
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- College Savings
- Wealth Strategies
- Portfolio Reviews
Certifications
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Offers retirement income strategies and business retirement plans
- Provides estate and legacy strategies and college savings planning
- Offers portfolio reviews and wealth strategies
- Oak Ridge office at 8004 Linville Rd Suite A
- Appointments include introductory consultations, current-strategy reviews, account opening, and assistance with major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 8004 Linville Rd Ste A, Oak Ridge, NC 27310
- Phone
- +13366441473
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- david.bowman@edwardjones.com
Services
- Retirement planning
- Business retirement plans
- Estate and legacy planning
- College savings planning
- Wealth management
- Portfolio reviews
- Investment account opening
- Financial strategy consultations