Mr. Bowks has earned the Chartered Life Underwriter and the Chartered Financial Consultant designations and is a registered representative of Cetera Wealth Services LLC. He is a member of the National Association of Insurance and Financial Advisors, Society of Financial Service Professionals, Estate Planning Council of Eastern New York, International Foundation of Employee Benefit Plans, Charitable Planning Group of Northeastern New York, National Committee on Planned Giving and Million Dollar Round Table.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.