Bert Bowler

Bert Bowler Email and Phone Number

Wealth Management Advisor @ Round Rock Advisors LLC
wilton, connecticut, united states
Bert Bowler's Location
Wilton Center, Connecticut, United States, United States
Bert Bowler's Contact Details
About Bert Bowler

CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, Private Wealth AdvisorSpecialties: Estate Planning Strategies Retirement Planning Strategies Family Finances Saving for Education Charitable Giving Employee Stock Options Small BusinessRound Rock Advisors LLC is a registered investment advisor. Round Rock provides investment advisory and related services for clients nationally. Round Rock will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at http://www.roundrockadvisors.com.

Bert Bowler's Current Company Details
Round Rock Advisors LLC

Round Rock Advisors Llc

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Wealth Management Advisor
wilton, connecticut, united states
Website:
roundrockadvisors.com
Employees:
8
Bert Bowler Work Experience Details
  • Round Rock Advisors Llc
    Wealth Management Advisor
    Round Rock Advisors Llc Apr 2017 - Present
    Wilton, Ct
    Areas of Focus include:Estate Planning Strategies Retirement Planning Strategies Family Finances Saving for Education Charitable Giving Employee Stock Options Small Business--Round Rock Advisors LLC (Round Rock) is a Registered Investment Advisor (“RIA”) located in the State of Connecticut. Round Rock provides investment advisory services and related services for clients nationally. Round Rock will maintain all applicable registration and licenses as required by the various states in which Round Rock conducts business, as applicable. Round Rock renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please visit our website for important disclosures.
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  • Ameriprise Financial Services, Inc.
    Private Wealth Advisor
    Ameriprise Financial Services, Inc. Mar 1994 - Apr 2017
    New Canaan, Ct
    I am licensed and registered to conduct business in CT.Based on licenses and registrations I hold, I may also conduct business in CO, CA, FL, DE, ME, IN, NJ, OH, VT, PA, MD, MA, VA, NC, NY, MT, IL.CA Insurance #0B65971
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Bert Bowler Education Details

Frequently Asked Questions about Bert Bowler

What company does Bert Bowler work for?

Bert Bowler works for Round Rock Advisors Llc

What is Bert Bowler's role at the current company?

Bert Bowler's current role is Wealth Management Advisor.

What is Bert Bowler's email address?

Bert Bowler's email address is b.****@****ors.com

What is Bert Bowler's direct phone number?

Bert Bowler's direct phone number is +120392*****

What schools did Bert Bowler attend?

Bert Bowler attended Kenyon College, New Canaan Hs.

Who are Bert Bowler's colleagues?

Bert Bowler's colleagues are Carol J Burton, Cfp(Tm), Sean Sharkey Diaz, Michael Demirjian, John Planell, Lynda Kommel-Browne, Cfa®, Cdfa®, Chsnc®, Elaine Votier Biersack, Valentyna Borysenko.

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