GEORGIA ON MY MIND

EXPANDING MY PRACTICE

I am?excited to announce that I am expanding my wealth management practice to include the state of Georgia. Instrumental in my decision was the Georgia Planned Giving Council and the wonderful members with whom I had stimulating conversations on the subject of philanthropy.

I look forward to further conversations, being a part the philanthropic planning community, and being an advisor to families, endowments and municipalities in Georgia.

Valerie J. Bowman,?CPWA?, CAP?

“I am registered investment advisor who, among other things, designs charitable giving vehicles for philanthropists so they can support organizations, leave their desired legacy, and do both with optimal effect on their finances.”