Active Securities Licenses (Series 7, 63, and 65) and Investment Advisor Representative through CUSO Financial Services, L.P. (CFS), our broker dealer
- Life Insurance licensed
- Long Term Care Insurance licensed
- More than 15 years experience in financial services
- B.S. in Business Administration from Appalachian State University (NC)
"My role as a Financial Advisor is to help my clients identify their financial goals and assist them in developing a strategy to help obtain these goals. I believe that one key element of any prudent financial management strategy is building long-term relationships with my clients."
Contact me at tbowles@cusonet.com or 336-774-3400 / 800-782-4670.
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