Broker Check

Meet Your Team

Five Point Financial

Lee Bowman

Founder/Financial Advisor

704-557-9676

lbowman@financialguide.com

Lee Bowman, MSA, CFBS, CEPA, is the Founder and Financial Advisor at Five Point Financial. His 14-year career in financial services led him to establish his own firm where he specializes in working with individuals and small business owners.

Lee studied at East Carolina University where he earned both his undergraduate and Masters in Accounting (MSA). He began his career with Ernst & Young, LLP where he served as an auditor for three years. Lee entered a new role as a financial advisor with a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) in 2007. Today, he finds joy in helping clients achieve their personal and professional financial goals through risk management, asset management, retirement planning and small business planning.

Outside of the office, Lee enjoys golfing and spending time with his wife, Jessica, and their two young children - Jace and Olivia. He is a member of AAX - Advisors Association and Legacy Advisors Network.

Lee is licensed to sell insurance products in the following jurisdictions: CT, DC, FL, GA, MI, NC, OR, SC,TN, and TX. Domiciled in NC

Lee is registered to offer securities in the following jurisdictions: AL, CA, CT, DC, FL, GA, MI, NC, OH, OR, SC, TX.

Lee Bowman is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org).  Five Point Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 4350 Congress St., Suite 300, Charlotte, NC  28209  704-557-9672.                                                              

CRN202603-4020955

Keith Kiser

Financial Professional

704-557-9645

704-557-9670

kkiser@financialguide.com

T. Keith Kiser is a Financial Professional at Five Point Financial.  Since 1993, he has worked with families and businesses on asset accumulation, preservation and distribution strategies.

Keith studied at UNC-Chapel Hill where he earned his Bachelor of Science in Business Administration in 1984.  After 8 years in the public and private accounting fields, he found a home in the financial services industry and he continues to enjoy this career choice to this day.

Outside of the office, Keith enjoys golfing, traveling and spending time with his wife, Susan, and his extended family.

Keith is licensed to sell insurance products in the following jurisdictions: AZ, FL, IN, MI, NC, OR, SC

                                           

CRN202606-4527849

 

Catherine Stout

Relationship Manager

704-557-9672

704-557-9670

cstout@financialguide.com

Catherine Stout is the Relationship Manager for Five Point Financial.  She has worked in the financial services industry for over 30 years, including almost 16 with Keith Kiser. Catherine loves working with our clients and strives to provide the highest level of service through clear, consistent communication and diligent follow-through.  She welcomes your calls and will be your point of contact for scheduling appointments, new account set-up, servicing existing accounts, and answering your service-related questions.  Her goal is to support strong, long-lasting relationships between Five Point Financial and our clients. 

Away from the office, Catherine loves the beach and enjoys spending time with her family, traveling, gardening, and cheering for the Atlanta Braves and Carolina Panthers.  She graduated from the University of North Carolina at Chapel Hill and loves all things Tar Heels.

CRN202410-1035947

Hannah Butler

Financial Advisor

(704) 557-9724

(704) 557-9670

hbutler@financialguide.com

Hannah Butler is a Financial Advisor at Five Point Financial. Her focus areas include risk protection strategies, wealth management, retirement planning and small business planning. 

Hannah studied at The United States Naval Academy and Catawba College where she earned her Bachelor of Science in Mathematics in 2006. After nearly 13 years in business development and account management with FedEx, she made the transition to the financial services industry. Today, she enjoys working with families and small business owners to help them achieve financial success. 

Outside of the office, Hannah enjoys spending time with friends and her husband David and their two boys – Sam and Liam.  

Hannah is licensed to sell insurance products in the following jurisdictions: FL, GA, MD, MN, NC, PA, SC, TX, VA and WA. 

Hannah is registered to offer securities in the following jurisdictions: AZ, CO, DC, FL, GA, KY, MD, MN, NC, NY, OH, PA, SC, TX and VA. 

CRN202209-279407

Other Resources

Lou Galletto

Director of Wealth Management

(704) 557-9604

(704) 557-9670

lougalletto@financialguide.com

Lou’s expertise in Investment and Financial Services expands through Private Wealth Management, Corporate Retirement Planning, Retirement Income Distribution Planning, and Financial Planning. Lou and the team are devoted to analysis, due diligence, ongoing review, and providing the most appropriate investment solutions for our advisors to bring back to their clients.

Lou moved to Charlotte in 1993, and he and his wife have four children. He has dedicated his community service towards sports ministries, support group facilitation, and high school group leadership through the ministry team at Calvary Church in Charlotte.

Laura Borders

Investment New Business Coordinator

(704) 557-9607

(704) 557-9670

lborders@financialguide.com

As Investment New Business Coordinator, I support our advisors and their clients to provide smooth, seamless transitions during the new business process. I assist with the setup and servicing of new and existing accounts, investments and annuities for our advisors and their clients. I work with advisors to provide excellent customer service and ensure a smooth process from start to finish. I am also the main point of communication between our advisors and home office contacts to maintain an excellent relationship. I have been with the firm since November 2015 in client relationship roles, and advisor support.

I grew up in Columbia, SC where I went on to attend the University of South Carolina and receive a Bachelor of Science, double major, in Business Management & Marketing. I really enjoy reading, going to the beach, and cooking!