We’re thrilled to welcome Jeb Bowie to the TradeWinds team, joining us on June 3rd in the role of Paraplanner. Jeb brings with him a wealth of experience and a genuine passion for financial planning.
In his role, Jeb will be working closely with our Financial Advisors, providing crucial support in their daily operational tasks and offering invaluable assistance in financial planning endeavors.
Jeb’s journey in the financial world began in 2020 in Raleigh, where he embarked on his career at CAPTRUST. There, he honed his skills on a team dedicated to navigating the complexities of financial planning. Most recently, Jeb’s expertise was further enriched at Fidelity, where he directly assisted a younger demographic in crafting retirement plans and making sound investment decisions.
Having called Raleigh home for eight years, Jeb has deep roots in the community. He graduated from North Carolina State University with a degree in Business Administration, focusing on Finance. His post-college involvement in the Raleigh Fellows program deepened his understanding of aligning careers with personal values, igniting his passion for financial services as a means to empower clients to pursue what truly matters to them.
Beyond the office, Jeb finds joy in spending time with his wife, Morgan, and indulging in his hobbies, including golf, basketball, and exploring the culinary delights of Raleigh.
Please join us in extending a warm welcome to Jeb as he embarks on this exciting journey with us at TradeWinds!
