Josh Bowling Email & Phone Number

Dahlonega, Ga

As an Edward Jones financial advisor, every day I enjoy the opportunity to work with individual investors on creating and implementing strategies that work toward specific goals that we set together. To that end, I view my advisory practice in terms of a partnership where we use an established process to find out what's most important to you and your family. Whether it's planning for retirement, living in retirement, saving for education needs, reducing taxes, or protecting your assets, I work to tailor a balanced and diversified portfolio on an individualized basis. At Edward Jones, we believe in balance over brilliance. We view long term investment as a central tenet in how we approach portfolios and how we approach relationships. With over 13,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one basis. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call 706.864.8317 or stop by my office at 81 Crown Mountain Place, Suite B-500 for more information.

Atlanta, Ga

Josh Bowling is an Investment Advisor Representative and Wealth Manager providing overall financial planning to a variety of clients seeking honest and dependable approach to financial counseling and advice. He joined McCormack Financial Planning in 2015 and works closely with principals, Barbara McCormack, CFP® and Linda Kuehn, CRPC®. Josh works with clients to develop a fully integrated strategy for their personal financial objectives. He holds Series 7, 66, GA Life and Health licenses and is currently pursuing coursework to attain the Certified Financial Planner credential.Josh’s previous experience as a commercial real estate broker in New York City gave him insight into financial complexities faced by many business owners, landlords, and individuals through their involvement in real estate. He soon learned about tax implications in the exchange of these assets. His interest was piqued by these transactions and decided he wanted to broaden his knowledge and experience. From this point he decided to pursue a career in financial planning, and began immediately to get necessary licenses and pursue coursework that would continue to broaden his knowledge of investments, risk management, income tax planning, and retirement planning. Josh is deeply committed to the development of trust necessary for the successful creation and implementation of a comprehensive financial plan, and he thrives off tackling the myriad of variables necessary to fully realize a successful financial plan.

Atlanta-based telecommuting position, temporary contract basis• Responsible for cold calls (150-200 dials per day) to sign up new users • Bring new customers to website and explain its features • Convert existing users who rarely use the site to consistent users • Convert Tier 1 non-paying user accounts to annual payment user accounts • Set up appointments for CEO and CFO to go for in-house site demos • Employed Google Analytics to track click-throughs, site exploration and activity, IP monitoring

New York, Ny

• New business cultivation via cold calls, online networking, e-advertising, networking groups• Assisted the Triple Five Group (www.triplefive.com) in-house leasing team on upcoming “American Dream” multi-billion dollar development (aid in leasing of over 3,000,000 sf)• Developed and maintained relationships with landlords and management companies to bring properties to market• Responsible for ensuring exclusive agreements with landlords to represent their interests• Guided prospective tenants and landlords through the long, complicated process of commercial leasing• Created and maintained highly organized system of contacts and follow-ups• Responsible for making offers, negotiating terms (landlord and tenant side), and ultimately closing the deal• Marketing, advertising, networking, and lead generation via social events and online social media• Researched and tracked real estate market price fluctuations around primary NYC sales territories• Hosted open house events to generate property interest• Worked with landlords and tenants to ensure a timely, efficient, and legally transparent rental process• Reviewed and provided comments for leasing documents• Tracked business expenses• Performed rental projections, building valuations, and general finance calculations including annual and quarterly cash on cash, capitalization rate, breakeven, gross and net income

New York, Ny

• Responsible for all print design, branding, sign design and placement,and other general marketing materials• Construction and maintenance of daily, monthly, and annual email marketing campaigns via Constant Contact• Business card, letter head, and front end website design and production• Video presentations via Final Cut Pro, Powerpoint, and Apple Keynote• Review of various key financial statistics regarding building purchase prices, site development, and general market trends and translating that information into in-house Sinvin specific marketing materials• Familiarity and light application with Internet marketing (SEO, Google Analytics, Ad Words, Social Media Marketing)

New York, Ny

• Provided general office/administrative service as well as creative design assistance for a variety of Fortune 500 companies including Altria, AXA Financial, Alliance Capital, Guardian, and Liz Claiborne (via Juicy Couture)• Worked in a wide variety of capacities and skill set classes including but not limited to copywriting, copyediting, answering phones, screening for execs, calendaring, expense reporting, Powerpoint slideshow comps, basic web banner animations via Flash composers, photo slideshows, product photography

Bachelor Of Arts (B.A.), Comparative Literature

Oglethorpe Cfp Certification - Financial Planning

Principles Of Real Estate Finance, Investment, And Analysis

Financial Planning And Services