William “Billy” Bowden - Senior Vice President
For more than two decades I have had the privilege and honor to serve my clients financial planning needs. My decision to pursue this career was born out of my strong desire to help others, to make a difference. I know people have a choice and I am incredibly grateful that my clients chose me to be the steward of their money. I take that responsibility very seriously.
I have a varied background that lends to insights into the financial challenges faced by high-net-worth individuals, C Level executives, as well as inter-generational families, millennials, and teams in the start-up world. Early in my career the head of private banking at Deutsche Bank told me to surround myself with people smarter than me. That has proven to be very valuable advice as I now have a team of experts with an incredible depth and breadth of knowledge and experience.
I graduated from the University of Utah where I was a nationally ranked athlete – I learned to ski pretty good too. I love contributing, giving back to community. I have faithfully volunteered with a program that mentors to the homeless for over 20 years. I am a Certified Practitioner in Neuro Linguistic Programming and enjoy Coaching and helping people to experience their true greatness and to achieve financial freedom.
I was born and raised on Long Island. I currently live on Manhattan Island, and spend my summers on Fire Island. There is a theme there.
CRN202012-240360