Matthew J. Bowe, CFP®

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Senior Associate

Matthew Bowe is a Certified Financial Planner™ Practitioner from Delaware. Mr. Bowe graduated from the University of Delaware, earning a BA in Communications. Matt also graduated from Bryant University and the Boston Institute of Finance’s Financial Planning Certificate Program. Matt presently holds his Series 6, Series 63, and Series 65 licenses through HD Vest as well as his Life, Health, and Variables Insurance licenses. Matt’s primary role as a Financial Advisor is helping people reach their goals by educating them on the importance of savings, investing, and the value of personal finance. He also works thoroughly with business owners, divorcees, retirees, and those preparing for retirement. Matt does accounting for business owners, along with personal and business tax return preparation.

He is currently the Treasurer for a United States Senator Candidate’s campaign. In his spare time, Matt enjoys spending time with his friends and family, performing music on stage with his band, Eleanor & The Roosevelts, playing sports, and working with local charities. He is a Board Member and Secretary of The Ministry of Caring Guild Executive Committee and Chairman of the Millennials of the Ministry Committee. Matt currently resides in Pike Creek, DE.

Position

Senior Associate

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