Dee Bowman founded her own practice, DBA Bowman Investment Group in 2005 after she became tired of working for a parent company that dictated the types of investments she should sell to her clients.
Dee knew that this wasn't fair to her clients, many of whom had different financial goals. And, given the complexity of the financial services industry today, many other clients were confused by the number and type of options available to them.
So, she decided to set out on her own and create the type of practice she thought was needed in this day and age of rushed and sometimes impersonal service.
Dee hired a bunch of great people who share her outlook—to help investors feel comfortable seeking guidance with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.
Dee chose to partner with Commonwealth Financial Network®, one of the preeminent Registered Investment Adviser–broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations.2452 Seattle area wealth managers were considered for the award; 266 (11 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.