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Matthew Bowman

Matthew Bowman
Vice President Financial Consultant Truist Investment Services, Inc.

920 W Broad St

Bethlehem, PA 18018-5023

Matthew.Bowman@Truist.com

Phone 484-223-4183

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About me

Background

Matthew Bowman is a Financial Consultant with Truist Investment Services, Inc., offering clients more than 10 years of financial services, retirement planning, and investment management experience. 

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

Education

Bachelor's of Science in Economics
Widener University 2005 2009

Specialties

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

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

Locations

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