About Us

About Gabe Bowman:
A North Carolina native, I was born and raised in Greensboro but I now call Wake Forest home. In the community, I am active at Richland Creek Community Church, Make A Wish Eastern North Carolina and serve on leadership with Bible Study Fellowship. I am blessed by the time I spend with my dog, Stone, and I enjoy spending time with my close friends and family in the area. I also love going on hikes, relaxing at the beach and playing a round of golf when I have the time.

My alma mater is East Carolina University in Greenville, NC, where I graduated with both my undergrad and graduate school degrees.

Our Work:
My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to keep you on track over the long term.

Our Clients:
We serve a diverse range of clients across 7 different states. We partner with individuals, families and business owners. Whether you are an individual or business owner, I can assist you in creating and implementing strategies that can help you with what's important to you and your future goals.

Professional Designations:
AAMS® Designation -This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services.