Jessie Bowman
Family Office Planning Specialist
Atlanta, GA
Jessie Bowman is a family office planning specialist for the Family Office division of Ronald Blue Trust.
Jessie supports the Family Office division by helping clients intentionally design a multi-generational plan for transferring the social, spiritual, and financial capital necessary for their family to thrive. She evaluates a client’s estate, insurance, tax, investment, philanthropic, retirement, trust, and cash flow considerations, and brings them together to create a comprehensive plan designed to facilitate a principle-driven wealth transition with the goal of properly preparing and equipping each generation.
Before joining Ronald Blue Trust, Jessie completed a financial planning internship at Ameriprise Financial. In her role, she scheduled client meetings, prepped advisors for client meetings, took notes in client meetings, and offered additional support, such as calculating required minimum distributions for the year, whenever necessary.
Jessie graduated cum laude from Clemson University with a BS in financial management.
Active in her community, Jessie attends her local church.
Jessie loves to spend her free time watching or attending Clemson football games, traveling, or spending time with family and friends.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.