Matthew Bowen
Wealth Management Advisor - U.S. Bancorp Advisors
- Role
- Wealth Management Advisor at U.S. Bancorp Advisors
- Location
- Santa Monica, CA, US
- LinkedIn followers
- 500 followers
About Matthew Bowen
As your financial advisor, I will partner with you to help define and realize your…
Experience
Wealth Management Advisor
Oct 2023 — Present · Los Angeles, CA, US
Extensive knowledge of U.S. Bancorp Advisors products and services, which includes stocks, bonds, options, mutual funds, managed accounts, annuities, insurance products, etc. • Work with each client to determine their individual investment needs and goals, review their existing investment portfolios/allocations / insurance and assist clients with developing plans to help meet their specific needs.• Advise customers about the wide range of comprehensive investment products and services offered by U.S. Bancorp Advisors.• Responsible for staying current on market information, trends, cycles, and various reports that could affect the financial investment marketplace.
Education
University of Central Florida
Bachelor of Science in Business Administration, Finance
2000 — 2004
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