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Linda B

Series 65

West Chester, PA

Bowen Asset Management LLC

Linda Bowen is a financial advisor at Bowen Asset Management LLC with 5 years of industry experience. She holds a Series 65 designation and has previously worked at Barnes and Noble. Bowen Asset Management LLC is a small wealth management firm serving approximately 30 clients, including high-net-worth individuals, trusts, pension plans, nonprofits, and business entities. The firm offers portfolio management, financial and retirement planning, and consulting services, using a discretionary approach that combines fundamental and technical analysis across a range of investment products.

Multi-generational wealth transfer Charitable giving & philanthropy Active portfolio management Passive / index investing
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Zack B

Series 63, Series 65

West Chester, PA

Bowen Asset Management LLC

Zack Bowen Jr. is a financial advisor at Bowen Asset Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bowen Asset Management since 2012. Outside of his advisory role, he serves as an advisory board member and treasurer for the New Garden Township General Authority in Chester County, PA. Bowen Asset Management provides comprehensive wealth management and financial planning services to individuals, families, trusts, and businesses. The firm manages client portfolios on a discretionary basis using a combination of active and passive strategies and emphasizes transparency and specialized portfolio options.

Multi-generational wealth transfer Charitable giving & philanthropy Active portfolio management Passive / index investing
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