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Rebecca Kelley Bowling

Advisor at Resurgent Advisors — Danville, KY

Updated today

Credentials

Series 65

Experience

2 years

Location

Danville, KY

Resurgent Advisors logo

Resurgent Advisors

Team

Total advisors

6

Across 5 offices

Clients per advisor

63 Typical

Avg AUM per client

$924,039 Typical

HNW client ratio

22% Low

About

Rebecca Bowling is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Resurgent Advisors and has prior experience at Edward Jones Investments. Outside of financial advising, she is involved with Burkmann Nutrition. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and advisory services guided by fundamental analysis and utilizes mutual funds, ETFs, Sub‑Advisors, individual securities, REITs, and alternative investments.

Client services

Based on Resurgent Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Resurgent Advisors

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments

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Fee options

Fixed

Fixed fees may be charged for financial planning services; specific amounts not stated.

Percentage

Up to 2.25% annually (tiered, negotiable)

Commissions

Insurance commissions earned by licensed investment advisors; amounts not specified.

Project-based

Hourly fees may be charged for financial planning services; specific rates not stated.

Other

Fee-only: Fixed or hourly fees for financial planning services; specific amounts not stated in brochure.

Location

See office

Danville, KY

301 W. Main Street

Danville KY 40422

Advisors at this office

2

Most active in

Georgia · Kentucky

Work history

2 years of industry experience

Resurgent Financial Advisors

2026 - Present • 1 year

Atlanta, GA

Burkmann Nutrition

2026 - Present • 1 year

Danville, KY

T. Mann Financial

2026 - 2026 • 1 year

Springfield, OR

Resurgent Financial Advisors

2023 - 2025 • 2 years

Danville, KY

Edward Jones investments

2015 - 2022 • 7 years

Danville, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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George P

Series 63, Series 65

Danville, KY

Resurgent Advisors

George Perros is a financial advisor with Resurgent Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Comprehensive Asset Management & Servicing, Inc. and Encompass Financial Advisors LLC. Outside of advising, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services tailored through fundamental analysis and ongoing portfolio monitoring. The firm manages assets using mutual funds, ETFs, and independent Sub-Advisors on both discretionary and non-discretionary bases.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

Tina C

Series 66

Harrodsburg, KY

FWG Investments, LLC

Tina Culp is a financial advisor with FWG Investments, LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc., and has been with Family Wealth Group since 2022. FWG Investments provides advisory services to individuals, trusts, small businesses, pension and profit-sharing plans, offering financial planning and discretionary asset management. The firm uses a goals-based, household-level approach and supports clients through educational seminars and newsletters.

Annuities Income planning Real estate investing Founder/Business Owner Retired
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David M

Series 63, Series 65

Danville, KY

Kingswood Wealth Advisors, LLC

David Morris is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and United Financial Services. In addition to advisory services, he engages in insurance sales, assisting clients with life, disability, long-term care, and Medicare supplement insurance. Kingswood Wealth Advisors serves retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside use of third-party managers and sub-advisors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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James G

Series 63

Danville, KY

Benjamin F. Edwards & Company, Inc.

James Garner Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at Benjamin F. Edwards since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he is involved in audio/video theatrical scriptwriting through his company, Garner Productions, where he serves as writer, producer, actor, director, and host. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management services through fee-based wrap programs, combining discretionary and non-discretionary strategies supervised by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Natalie B

Series 66

Danville, KY

PNC Wealth Management

Natalie Burkhead is a financial advisor at PNC Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked with PNC Investments LLC since 2022, following an 11-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via invitation to PNC Bank employees. The firm uses algorithmic tools to guide investment strategy and employs third-party managers for portfolio implementation and proxy voting.

Passive / index investing Active portfolio management Wealth management Executive
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Christopher W

Series 65

Danville, KY

Hornor, Townsend & Kent, LLC

Christopher Wood is a financial advisor with Hornor, Townsend & Kent, LLC. He holds a Series 65 credential and has experience spanning roles in financial services since 2019, including work with Guardian Financial Strategies and Asset Marketing Systems. Prior to his financial career, he served with the Dallas Police Department for 13 years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, overseeing approximately $8.37 billion in discretionary assets under management as of year-end 2025.

Business succession planning Wealth management
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