Broker Check
L. Aaron Bowman

L. Aaron Bowman

Principal

Aaron Bowman is managing partner and founder of Bowman Financial Group (founded in June of 2008) located in Charlotte, NC. A native of Hickory, North Carolina, Aaron earned a Bachelor of Science in Electrical Engineering from North Carolina State University in 1994 and a MBA with a concentration in Finance from the Babcock Graduate School of Management at Wake Forest University in 1999.
Prior to forming Bowman Financial Group, Aaron was a partner at First Financial Resources as head of their Wealth Management practice.


Aaron specializes in wealth management, as well as financial and retirement planning through his affiliation with Cambridge Investment Research. He has extensive experience in asset allocation and customized portfolio design and enjoys solving unique challenges faced by successful high net worth individuals as they plan for their financial future. As a full service and independent financial advisor, Aaron is able to incorporate life insurance strategies for family and business planning clients as an effective means of transferring wealth and asset protection.


Aaron’s commitment to independence enables him to provide unique and cost effective strategies for building, growing, preserving, and transferring wealth. His clients include individuals, businesses and business owners, partnerships, trusts, and foundations.


Aaron and his wife Kim have two young adult children. They are active members of the First Presbyterian Church of Charlotte, NC. Aaron is a member of the Dean’s Circle at North Carolina State University and President’s Club for the Babcock Graduate School of Management, where he previously served as a member of the Alumni Counsel. Aaron enjoys spending time and traveling with his family, is an active tennis player, and loves to strum his guitar.