“As a wealth advisor, I believe that accumulating and preserving wealth requires that essential combination of Financial planning, Investment management and asset protection.”
Stephanie is a Wall Street veteran of more than 20 years whose career began as a financial analyst with Dean Witter/Morgan Stanley. She quickly moved ahead to the wealth management teams of Branch Banking & Trust and Central Carolina Bank and flourished as a private financial advisor for SunTrust’s Private Wealth Management Team, where clients she served ranged from the very affluent to young executives and professional athletes. In 2007, she and a colleague co-founded Proximity Financial Partners. Wealth management continues to evolve and advance. Recognizing the power of focusing on a select group of highly individual clients, Stephanie founded Chrysalis in early 2014. She also owns S. Bowens Management and Consulting LLC, a sports management and business consulting practice.
Stephanie grew up in the Midwest, but finished high school at Needham B. Broughton High School where she met her husband. She holds a bachelor degree from North Carolina Agricultural & Technical State University and completed graduate studies at UNC and Duke University. She and her husband, attorney Stephon Bowens, who were high school sweethearts, have a son. Stephanie gives back to the community as an active supporter of the American Heart Association and the Inter-Faith Food Shuttle.
Reach Stephanie at 919-720-4806 or email firstname.lastname@example.org.
Licenses: 7, 32, 63,65, life & health, multiple states. Member, Financial Services Institute