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David N. Bowman, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

10 Franklin Rd SE

Suite 500,

Roanoke, VA 24011-0008

About me

Background

I'm a financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with Truist Investment Services, Inc, offering clients more than 12 years of financial services, retirement planning, and investment management experience. I focus on advising on the development and implementation of cost effective, progressive investment strategies to help clients meet their immediate and future goals. I follow a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. I also consult on risk management, retirement planning, insurance planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Masters of Science in Finance
The College for Financial Planning 2017 2019
Bachelor of Business Administration
Averett University 2006 2010

Personal Interests

I earned a bachelor’s in business administration from Averett University and a master’s in finance from the College of Financial Planning. In addition to spending time with my family, I enjoy exploring the underwater world on wrecks and in caves.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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