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portrait of Gabe Bowman
FINANCIAL ADVISOR

Gabe Bowman

CEPA®, AAMS™
64 Wheaton Ave, Youngsville, NC 27596opens in a new window
New Client Waitlist
Serving clients with $250,000
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About Gabe

Our Work
My goal for every interaction is to add value to the life of each of our 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 financial and personal goals. We then partner with you to help keep you on track over the long term. I do not do it alone; I have my Branch Office Administrator, Vickie Redfern, who is a partner in our practice.

Our Clients
We serve a diverse range of clients across...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • East Carolina UniversityMasters
  • East Carolina UniversityBachelors

Personal Interests

  • Community Outreach
  • Pets
  • Cycling
  • Football
  • Golfing

Team Members

  • Vickie Redfern
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 06:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 263-9437

Fax

(888) 462-4432

Office Address

64 Wheaton Ave
Youngsville, NC 27596opens in a new window

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