Kyle Bowen

About Kyle Bowen

As a financial advisor with more than 20 years of experience in the financial services industry, Kyle’s top priority as a financial advisor is providing clients with individual service and with management solutions that instill clarity and financial well-being about today and the future. He works closely with individuals and families to help build and preserve wealth.Kyle works to understand the unique needs of each client in order to better assist them in reaching their specific goals. Gone are the days of putting together a portfolio of mutual funds and reviewing it once a year. Successful families need innovation, advice, tax management*, strategy, engagement, and customized solutions in order to help achieve outcomes toward their financial goals.Kyle is a graduate of The University of Kansas. He lives in Dallas, TX with his wife Becky and three children Stella, Mack and Brooks.*Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Experience

1. Managing Director, Financial Advisor, Truist Investment Services, Inc, Truist Wealth

   Truist Wealth

   Sep 2023 — Present · Dallas, TX, US

   Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:

Education

• The University of Kansas

  BS, Communications

  1997 — 2001

Skills

• Strategy
• Sales
• Series 7
• Strategic Planning
• Financial Analysis
• Banking
• Team Management
• Management
• Budgeting
• Financial Services
• Leadership
• Wealth Management
• Accounting
• Portfolio Management
• Asset Management
• Budgets
• Finance
• Investments
• Marketing
• Series 63
• Business Strategy
• Training
• New Business Development
• Customer Service