As an Edward Jones financial advisor, I believe it's important to understand what's important to you before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategies to help you and your family reach your financial goals. Our desire is to partner with you throughout your life to help you accomplish what is important to you.
I began my Edward Jones career in Bonham as a financial advisor in 2005. Prior to coming to Edward Jones, I was the materials manager at Kwikset Corporation and the distribution manager at General Cable Corporation prior to that.
I have won various Edward Jones awards throughout the years: Jack Phelan Award (2021 and 2020), Ed Armstrong Achievement Award (2019, 2018, 2017, 2014); Edward Jones Founder's Award (2016, 2015, 2013); A.F. McKenzie Award (2010); Partnership Award and Regional Leaders Award (2006). These are awarded to recognize exceptional achievement in building client relationships.
I have lived in Fannin County all my life. I graduated from Bonham High School and Amber University in Garland, TX, with a B.B.A. degree. I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2021.
My wife, Kelli, and I have been married 40 years and we have three children: Katti, 37; Kassi, 34; and Ryan, 31. We have three grandchildren and another on the way. I am a member of Kiwanis, Bonham Chamber of Commerce, Honey Grove Chamber of Commerce and Allen's Point Baptist Church.
Relationships are key, and in our view, meeting face to face builds strong relationships. I desire to understand what is important to you, use an established process to recommend specific strategies to help you achieve your financial goals and monitor your progress throughout your life to help make sure you stay on track.
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- College Savings
- Entrepreneurs & Business Owners
My Personal Interests
- Sports Enthusiast
Office Address1723 N Center
Bonham, TX 75418 opens in a new window
Phone NumberRandy P Bowen at (903) 640-4141
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