Brentson Bowlin, Cpfa Email & Phone Number

Who I help: Professionals, Families and Businesses, HR-Benefits, Plan Sponsors, Plan Fiduciaries. Why Me: I won't waste your time. I aim to help you save time and money.Advice Matters, Family Matters. * Holistic financial planning and monitoring* Investment advisory services* Trust services through LPL Financial* Retirement plan consultation * Individual Retirement Accounts* Estate planningAbout MeI enjoy developing meaningful, long lasting relationships with my clients and helping them through every aspect of their financial lives. By lending my support and experience, I want them to have confidence in making smart decisions with their money. Ultimately, your physical, family, and spiritual life are all more important than money. But, when your financial life is in order and you have a true financial plan, you have a much better balance on those other aspects of life. You are able to pursue the things that are truly important to you.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Faubourg Private Wealth, a DBA of Second Line Capital LLC, a registered investment advisor.  Faubourg Private Wealth and Second Line Capital are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Wealth Management, Multi Generational Wealth Transfer, Asset Management, Asset Allocation, and 18 others.

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  University Of Mississippi

  Magna Cum Laude