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Lee Bowman

Lee Bowman

Founder/Financial Advisor

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