13 Aug Jay Bowen
Jay has been building comprehensive financial plans for clients for the past several years. He works directly with clients to answer their most pressing financial questions and build a plan for them that addresses all aspects of their financial lives, including retirement planning, insurance, investment management, education planning, business succession planning, tax and estate planning, corporate stock option planning, and charitable gift planning.
Jay began his career as a financial planner at an Atlanta-based planning firm, serving over a dozen advisors across the country. He worked with the clients of each advisor to solve financial issues in their clients’ lives.
Jay received his Bachelor of Arts in Financial Planning from the University of Georgia in 2015. He has passed the exam requirement for the Certified Financial Planner ™ designation and is currently completing the experience requirement.
Jay regularly participates in Fulton County’s Special Olympics program alongside his wife, who teaches in a special education classroom in Fulton County.
Outside of the Office
Jay lives in Alpharetta with his wife Elizabeth and their Goldendoodle, “Bella.” He is an active member of Activation Church in Dallas, Ga., and is a member of the worship team there. Jay enjoys playing music, hiking with Elizabeth and Bella, and spending time catching up with friends.