History

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.