Scott M. Bowman, Ricp
AeroLeads people directory · profile

Scott M. Bowman, Ricp Email & Phone Number

Vice President, Branch Manager at Wells Fargo Advisors
Location: Charlotte Metro, United States, United States 10 work roles 3 schools
LinkedIn matched
3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Vice President, Branch Manager
Location
Charlotte Metro, United States, United States
Company size

Who is Scott M. Bowman, Ricp? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Scott M. Bowman, Ricp is listed as Vice President, Branch Manager at Wells Fargo Advisors, a company with 14520 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a matched LinkedIn profile for Scott M. Bowman, Ricp.

Scott M. Bowman, Ricp previously worked as Managing Director - Investments at Wells Fargo Advisors and Senior Vice President - Investment Officer at Wells Fargo Advisors. Scott M. Bowman, Ricp holds Retirement Income Certified Professional from The American College Of Financial Services.

Company email context

Email format at Wells Fargo Advisors

This section adds company-level context without repeating Scott M. Bowman, Ricp's masked contact details.

Wells Fargo Advisors

Review company-level records connected to Scott M. Bowman, Ricp before choosing the right outreach path.

Profile bio

About Scott M. Bowman, Ricp

I began my career in one of the bond markets' worst times. In 1994 bonds struggled as interest rates were raised significantly. Then came the internet boom and bust and the lost decade of the 2000's. I helped manage the wealth of families and businesses throughout these good times and bad. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate investment planning. I am FINRA-registered and hold Series 6, 7, 9, 10, 24, 63 and 65 securities registrations as well as licenses for life, health and long-term care insurance and variable annuities. My Bachelor's of Business Administration degree is from Ohio University where I double majored in Finance and International Business with a concentration in Japanese. I am a former adjunct Professor at Central Piedmont Community College (CPCC). I am the former Cross Country coach at Marvin Ridge Middle School. I also enjoy golf, running, and reading. My wife, Jennifer, and I live and play at The Club at Longview in Marvin, NC. Our twins, Noah and Emily, are now NC State University graduates and work in the banking industry in Charlotte.This information is intended for use by residents of AL, AR, AZ, CA, CO, FL, GA, KS, KY, LA, MA, MI, MO, MT, NC, NH, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, and WY only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Current workplace

Scott M. Bowman, Ricp's current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors
Wells Fargo Advisors
Vice President, Branch Manager
Charlotte, NC, US
Employees
14520
AeroLeads page
10 roles

Scott M. Bowman, Ricp work experience

A career timeline built from the work history available for this profile.

Managing Director - Investments

Current

Charlotte, North Carolina, United States

Branch Manager - BallantyneSenior PIM Portfolio Manager

Jan 2024 - Present

Senior Vice President - Investment Officer

Charlotte, North Carolina, United States

Branch Manager - BallantyneSenior PIM Portfolio Manager

Jul 2023 - Jan 2024

Senior Vice President - Investment Officer

Wells Fargo Advisors

Charlotte, North Carolina, United States

PIM Portfolio Manager

Jan 2023 - Jul 2023

First Vice President - Investment Officer

Wells Fargo Advisors

Charlotte, North Carolina Area

PIM Portfolio Manager

Sep 2017 - Jan 2023

Vice President - Wealth Management

Ubs Financial Services, Inc.
Dec 2008 - Sep 2017

First Vice President - Investments

Wachovia Securities
Dec 2000 - Dec 2008

Investment Advisor

Edward Jones
Aug 1998 - Dec 2000

Financial Advisor & Seminar Presenter

Voya Financial
Apr 1996 - Aug 1998

Business Analyst

Nationwide Financial
Jul 1993 - Apr 1996
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →

3 education records

Scott M. Bowman, Ricp education

Bachelor Of Business Administration, Finance & International Business

Ohio University

Education record

Sylvania Southview
FAQ

Frequently asked questions about Scott M. Bowman, Ricp

Quick answers generated from the profile data available on this page.

What company does Scott M. Bowman, Ricp work for?

Scott M. Bowman, Ricp works for Wells Fargo Advisors.

What is Scott M. Bowman, Ricp's role at Wells Fargo Advisors?

Scott M. Bowman, Ricp is listed as Vice President, Branch Manager at Wells Fargo Advisors.

Where is Scott M. Bowman, Ricp based?

Scott M. Bowman, Ricp is based in Charlotte Metro, United States, United States while working with Wells Fargo Advisors.

What companies has Scott M. Bowman, Ricp worked for?

Scott M. Bowman, Ricp has worked for Wells Fargo Advisors, Ubs Financial Services, Inc., Wachovia Securities, Edward Jones, and Voya Financial.

Who are Scott M. Bowman, Ricp's colleagues at Wells Fargo Advisors?

Scott M. Bowman, Ricp's colleagues at Wells Fargo Advisors include Parish Braden, Kutcher, Matthew, Thomas Burke, Kenneth Martin, and Brian Kilburn.

How can I contact Scott M. Bowman, Ricp?

You can use AeroLeads to view verified contact signals for Scott M. Bowman, Ricp at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Scott M. Bowman, Ricp attend?

Scott M. Bowman, Ricp holds Retirement Income Certified Professional from The American College Of Financial Services.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.