Blue Trust
Tim Bowman, CFP®, currently serves as a Sr. Private Wealth Advisor at Ronald Blue Trust, where nearly $10 billion of assets are under advisement, providing comprehensive financial services and advice to over 9,500 clients nationwide. Prior to this role, Tim worked at TIAA as a Wealth Management Advisor, focusing on financial planning for high net-worth clients. Tim's extensive experience in higher education includes serving as Associate Vice President for Development and founding Director of The Ron Blue Institute for Financial Planning at Indiana Wesleyan University. With an MBA in Finance from Ball State University and a BS in Business Administration from Indiana Wesleyan University, Tim's career also includes roles at AG Financial Solutions and Northwestern Mutual, emphasizing retirement planning and financial representation.
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Blue Trust
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Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $16.5 billion of assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/23 and subject to change. -- Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. View our social media guidelines & legal info: https://www.ronblue.com/privacy-regulatory/