Jessie Bowman is a family office planning specialist for the Family Office division of Blue Trust.
Jessie supports the Family Office division by helping clients intentionally design a multi-generational plan for transferring the social, spiritual, and financial capital necessary for their family to thrive. She evaluates a client’s estate, insurance, tax, investment, philanthropic, retirement, trust, and cash flow considerations, and brings them together to create a comprehensive plan designed to facilitate a principle-driven wealth transition with the goal of properly preparing and equipping each generation.
Before joining Blue Trust, Jessie completed a financial planning internship at Ameriprise Financial. In her role, she scheduled client meetings, prepped advisors for client meetings, took notes in client meetings, and offered additional support, such as calculating required minimum distributions for the year, whenever necessary.
Jessie graduated cum laude from Clemson University with a BS in financial management.
Active in her community, Jessie attends her local church.
Jessie loves to spend her free time watching or attending Clemson football games, traveling, or spending time with family and friends.
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BrittanyA2024-04-21 12:58:272024-04-21 12:58:27A Message From Our New CEO
