
Drew Bowman
Financial Advisor
Investmark Advisory Group
United States, Connecticut, Guilford
About Me
With over 15 years at Investmark, Drew works directly and indirectly with all of the firm’s clients, helping to guide them through all aspects of the wealth management process. Drew is an Accredited Investment Fiduciary® (AIF®) and is instrumental in our Retirement Plan Services area, working with small to medium-sized businesses to provide appropriate strategies and helping owners keep those plans in compliance with Department of Labor regulations. Drew also works with our strategic partners to fulfill critical components of our due diligence process, stay abreast of new developments, and ensure that their objectives remain in line with the objectives of our clients. With a prior background
Profile Information
Financial Advisor
Investmark Advisory Group
Investment Team
Investor
Consultant
Guilford
Connecticut
United States
May 16, 2024
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