Kimberlie Bowden

About Kimberlie Bowden

With over 15 years of experience in the financial services industry; I have established a process that allows me to address all four of the cornerstones of wealth with my clients. Whether you seek to accumulate assets, preserve capital, generate income or transfer wealth, you can count on me to identify the investment opportunities that can help reflect your individuality. As part of this holistic approach I personalize each client’s plan through listening and understanding their financial goals and then establishing and implementing a strategy to help them attain those goals. I offer a variety of financial services and strategies that involve Investment planning, Social Security strategies, retirement income, retirement planning, educational planning, life insurance planning, and Impact Investing through ESG portfolio construction to help my clients reach their true financial potential. This information is intended for use by residents of AZ, CA, CO, DE, FL, IA, KS, MA, MD, ME, MI, NC, NJ, NV, NY, OH, PA, TX, UT, VA, VT, WA, WI, and WV 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 Invested Wells 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

Experience

1. Financial Advisor

   Wells Fargo Advisors

   Sep 2008 — Present · Pittsburgh, US

   I have been in the financial services industry for the past sixteen years, and over a decade with Wells Fargo Advisors. My team and I provide a wide-ranging array of financial services to help our clients reach financial independence. These services include Investment planning, Socially Responsable portfolio construction, Social Security strategies, retirement income, life insurance strategies, retirement planning, education funding, and wealth transition. My previous industry experience was with a life insurance brokerage firm where I spent five years performing protection planning for individuals and small businesses. My experience in insurance services allows us to offer these services to our clients with confidence. I strive to ensure that each client receives the individualized attention to their investment plan that is required. I take a personalized approach to planning for each client to help them establish and pursue their specific financially independent lifestyle.

Education

• Slippery Rock University of Pennsylvania

  BS, Finance

  1999 — 2003

Skills

• Retirement Planning
• Financial Advisory
• Insurance
• Securities
• Life Insurance