Andy Bowman, Capp, Cwpp Email & Phone Number

United States

Manatee, Fl

Financial Advisor.Present wealth preservation and retirement investing seminars.Manage client relationships to advise on investments, asset protection, risk management, wealth accumulation and transfer.Registered representative series 7, series 66, series 65, and insurance licensed.Relate well to people of diverse backgrounds, developing enduring relationships that foster trust.Perceive motivations in others, encouraging them to produce results based on their goals and commitments.Sales track record in relationships with sophisticated, large accounts.Utilize time management skills and leadership performance techniques to facilitate productivity.Approach projects with ambitious, self-motivated, and highly entrepreneurial spirit.Administer compliance requirements and client records.

Tampa Bay Florida

I teach CPA's how to deliver more value to their clients by helping them become more proactive and holistic. This includes helping the CPA communicate more effectively with their current clients to determine areas the client desires service and consultation. We facilitate the CPA to position themselves as a Tax and Business Consultant. This results in better client service, improved client retention, increased revenue, and better time management for the CPA.I am looking to partner with CPA's that would like to provide comprehensive proactive services to their clients while maintaining control of the client relationship and services.

Florida

A service based firm that provides technology to Maximize Employer Benefits for the purpose of improving employee value. We utilize patented software to empower people to have control over financial and physical wellness. Our magic is to simplify the management of identity theft protection, debt elimination, and physical wellness. Plus much more.

Global

This is a time of great change, as is every moment of life. Call it a "Tipping Point" or "Paradigm Shift." THE NEXT BIG THING is here. Actually, THE NEXT BIG THING is always here. The purpose of the Multiversification Project is to "real size" the Global Enterprise model.

As the President of SAGES Inc. a nationwide network of advisors that worked with families to have their kids thrive in college and succeed in the career of their dreams. We helped people who wanted assistance in overcoming the rising cost of college during a falling economy. I built a team of highly trained professionals with years of experience in the fields of college planning, asset protection, wealth building, and insurance management.Duties included:Manage Technology Marketing Company and Insurance AgencyDesign and implement:Business planMarketing planTechnology to support nationwide systemAdvisor recruiting and developmentWe believe that people are more important than things. That pursuing the career that is best suited to your personality and desires is infinitely more rewarding. Our philosophy maintains that wealth is built by protecting current assets from negative events such as downward market fluctuation, adverse tax effects, potential litigation or creditors. The priority is to reduce or eliminate risk to make your future as secure as possible. Our goal is to utilize the fundamentals of protection of principle and long term growth planning to protect the client’s assets from loss, reduce expenses, and recover costs.

Nationwide

Purchased $30 million in Real Estate backed assets annually.Developed nationwide client base.Presented industry related seminars.

Bs In Business Administration, Finance, Economics, Accounting

Activities and Societies: President's List, Commandant's List, Summerall Cup, Intramural Cup, Chapel Servant, Bond VolunteerVarsity.

Diploma, College Prep