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Financial Consultant
Wheeling, WV
304-233-5550
Email
Carrie E. Bowman joined the Wheeling
office in January 2003. As a Financial Consultant, she offers her clients
a full range of investment products and services including stocks and
bonds, mutual funds, IRAs, annuities, CDs, portfolio management, financial
planning, retirement planning, estate planning, and more to both individuals
as well as businesses.
Ms. Bowman carefully reviews a client’s needs and then makes recommendations
based upon the client’s established goals and priorities. Because
of the many investment choices today, she researches individual equities,
mutual funds and other investment products to secure the right fit for
each client. Carrie’s investment philosophy focuses on serving each
client as an individual delivering hands on service. Carrie takes pride
in making herself available to her clients whether at their kitchen table
or business office. Additionally, she believes that broad diversification,
no matter of the account size, will result in a successful portfolio over
time.
Office:
Wheeling, WV
Financial Services:
Stocks, bonds, mutual funds, CDs, IRAs, financial planning, retirement
planning, estate planning.
Personal:
Prior to joining Parker/Hunter, a division of Janney Montgomery Scott LLC, Ms. Bowman worked for two national investment
firms. Carrie attended McDowell High School in Erie, PA where she was
born and raised. She has lived in the Ohio Valley since 1979 and attended
West Liberty State College, where she earned her Bachelor of Arts degree.
Carrie is currently pursuing her CERTIFIED FINANCIAL PLANNER TM designation. Carrie has three daughters, Danielle, Lindsay, and Jennifer. She is a
member of St. Joseph’s church in Tiltonsville, Ohio.
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Carrie
E. Bowman