Jeb Bowie, CFP^®

Financial Advisor

Jeb began his career in 2020 at CAPTRUST in Raleigh, where he worked on a team dedicated to assisting advisors with complex financial planning needs. Most recently, he was at Fidelity, helping a younger generation of clients create retirement plans and make informed investment decisions.

Jeb has called Raleigh home for 8 years. He graduated from North Carolina State University with a degree in business administration concentrating in finance. After college, Jeb enrolled in the Raleigh Fellows program, which understands how careers and values align. While in the program, he became passionate about financial services as an opportunity to help clients act confidently toward what is important to them.

Outside of work, Jeb enjoys time with his wife Morgan, playing golf, basketball, traveling, and locating the best food and drink Raleigh has to offer.