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NINYA J. BOWMAN, AWMA®, CIMA®

NINYA J. BOWMAN, AWMA®, CIMA®

Financial Advisor, Senior Vice President-Investments

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location of NINYA J. BOWMAN, AWMA®, CIMA®Atlanta Metropolitan Area

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  • Timeline

  • About me

    Financial Advisor, Senior Vice President - Investments at Alpha Wealth Advisors of Wells Fargo Advisors Financial Network

  • Education

    • College for Financial Planning

      -
      Accredited Wealth Management AdvisorSM

      Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary… Show more Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. Show less

    • University of North Carolina at Greensboro

      -
      Bachelor of Science (B.S.) Finance, Insurance and Real Estate.

  • Experience

    • Alpha Wealth Advisors of Wells Fargo Advisors Financial Network

      Sept 2023 - now
      Financial Advisor, Senior Vice President-Investments

      I have had the pleasure of working with very successful people from all over the world, with a myriad of backgrounds including corporate executives, business owners, teachers, healthcare professionals, artists, consultants, and farmers.All of my clients have their own unique experiences and circumstances; however, one common characteristic they all share is an understanding of the value of professional advice.Of course, I provide investment advice, but the guidance goes far beyond that. Customized advice includes asset protection strategies, accumulation and income action plans, and charitable, socially-conscience and tax efficient investing strategies. Your lifestyle and family dynamics are also taken into consideration when putting a personalized investment plan in place.Ultimately, along the path to developing a trusted relationship, I serve as a confidante and help you to sort through the array of financial information and technical jargon to better organize your financial life. My goal is to give you more clarity and confidence about the future, so you can focus and enjoy life’s more special moments. Show less

  • Licenses & Certifications

    • Certified Investment Management Analyst® (CIMA®)

      The Investments & Wealth Institute® (The Institute®)
      May 2018
      View certificate certificate

    • Series 10 - General Securities Sales Supervisor - General Module Examination

      Financial Industry Regulatory Authority (FINRA)
      Mar 2008

    • Series 65 - Uniform Investment Adviser Law Examination

      Financial Industry Regulatory Authority (FINRA)
      May 2001

    • Series 63 - Uniform Securities Agent State Law Examination

      Financial Industry Regulatory Authority (FINRA)
      Jun 2000

    • Series 7 - General Securities Representative Examination

      Financial Industry Regulatory Authority (FINRA)
      Jun 2000

    • Accident & Sickness, Life and Variable Product Insurance Agent

      Georgia Insurance Department
      Nov 2002

  • Honors & Awards

    • Awarded to NINYA J. BOWMAN, AWMA®, CIMA®
      2014 Platinum Council Advisor Wells Fargo Advisors Wealth Brokerage Services Mar 2014 • The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
    • Awarded to NINYA J. BOWMAN, AWMA®, CIMA®
      2013 Five Star Wealth Manager Award Five Star Wealth Manager Oct 2013 2013 survey conducted by Five Star Professional, an independent third-party research firm, who received nominations from peers or firms in the Atlanta area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. The Five Star award is not indicative of the wealth manager's future performance. For more information: See See… Show more 2013 survey conducted by Five Star Professional, an independent third-party research firm, who received nominations from peers or firms in the Atlanta area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. The Five Star award is not indicative of the wealth manager's future performance. For more information: See See https://www.fivestarprofessional.com/wmdisclosures2013 - 2852 wealth managers were considered for the award; 592 (21 percent of candidates) were named Five Star Wealth Managers. Show less