Philip Bowers

Westport, Connecticut

Professional Profile

Call Me When

Call Me When... Someone wants to build, manage, and protect their wealth.

Contact Method

Profession

  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Board of Directors (not for profit)
  • Charitable giving
  • Estate planning
  • Fiduciary
  • Investments
  • Retirement
  • Tax
  • Trusts
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Financial Services
  • Client Results

    Membership

    Non-Member

    Member Since

    1 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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