Jessie Bowman

Jessie Bowman

Family Office Planning Specialist
Alpharetta, GA

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.

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE