NEW YORK, NY / ACCESSWIRE / April 1, 2024 / Magnus Financial Group LLC ("Magnus") is pleased to announce that William "Billy" Bowden has joined the firm as a Senior Vice President.
Magnus Financial Group LLC
Prior to joining Magnus, Bowden was a Senior Vice President at Modus Park Associates. While there, he served as a Financial Advisor at MassMutual® and a Registered Representative at MML Investors Services, LLC.
Bowden joins Magnus with nearly 30 years of experience in helping people navigate their planning needs. He has lent his unique insights into the financial challenges faced by high-net-worth individuals, C-level executives, as well as inter-generational families, millennials and start-up teams.
"I joined Magnus because of the people," stated Bowden, adding "At Magnus, the focus is on the client as a person, what their desires are for themselves, their families, their business. It's not just about their balance sheet."
Michael S. Schwartz, CFP®, AEP®, Magnus' CEO, expressed his enthusiasm about Billy joining the Magnus team, stating, "I have known and worked with Billy for many years. Here at Magnus, we are very excited to have him on board. His background and experience will be assets to Magnus' growth."
About Magnus Financial Group:
Magnus Financial Group LLC is an SEC-registered, independent investment advisory firm located in New York City. Magnus provides customized wealth management and financial planning services for clients in all phases of their lives. As an independent RIA, Magnus provides high-quality service with a personalized client approach. Magnus was founded in 2017 and consists of a team of wealth advisors and personnel that supports a variety of departments including investment & insurance operations, research and trading, and compliance.
For more information on Magnus Financial Group and our services, visit our website at http://www.magnusfinancial.com.
For media inquiries, please contact:
Rachita Sharma at 917-720-3036
Contact Information
Rachita Sharma
CMO, Blue Ocean Global Tech
[email protected]
(917) 720-3036
SOURCE: Magnus Financial Group LLC
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