Meet Our Team & Financial Advisor
We’re your partners in achieving a brighter financial future.
Meet Michael, Financial Advisor
Michael is a registered investment professional and has worked as an advisor since 2007. He holds the Series 66 securities registrations as well as Life, Accident and Health, Variable Annuity and Long Term Care Insurance Licensing.
Michael follows the financial philosophies of Dave Ramsey and incorporates them into his business practices.
Outside of work, you’ll find Michael spending time with his wife, Kerri, and son, Fender. In addition to spending time with family and friends, Michael enjoys wakeboarding, snowboarding, and golf.
He is also an active member of his church, serving as a member of the administrative and financial board. For several years now, he has served as a volunteer basketball and flag football coach for the youth in his hometown.
Meet Kerri, Office Administrator
After sixteen years as a public school teacher and reading coach, Kerri has altered her career path to work alongside her husband in the family business. She obtained her Master’s degree through the University of Tennessee and her undergraduate degree through Tennessee Wesleyan University.
Family is her first priority, but Kerri also enjoys playing music, cooking, and spending time with friends.
Benefits of working with our wealth management advisor
Financial decisions can often be stressful and emotionally taxing. However, with expert assistance, you can rest assured that your finances are in good hands, with someone who has your best interests in mind.
Over 14 Years of Experience
We’ve been helping people like you since 2007, which helped us develop effective strategies for very different life scenarios.
Customized Financial Plan
We’ll go through your current financial situation and goals. Then, we’ll create an investment strategy tailored to your situation.
Local Expertise
We consider you a valuable member of our community and not just another client. Our desire is to see you thrive and succeed.
Trusted Partner
We genuinely care about your financial success. Our priority is to give you the best financial advice to help you reach your goals.
Getting started with your financial advisor is easy!
STEP
1
Arrange Your First Meeting
Set up an appointment to get to know each other, discuss your goals, and answer questions.
STEP
2
Start Planning
Develop a plan to meet your goals and set targets to monitor your progress.
STEP
3
Take Action
Begin paperwork for account transferring or opening, online access, and follow-ups.
STEP
4
Keep It Going
Review your financial plan and documents, and make any necessary adjustments to ensure that you’re on the right path to meet your goals.
Why Choose Bowater Wealth Management?
When you work with your wealth management advisor at Bowater Wealth Management, you can rest easy knowing that we’re committed to your financial success.
We’re dedicated to understanding your financial situation and developing a comprehensive plan that’s tailored to your specific needs and goals. Our ultimate priority and greatest source of satisfaction is seeing our clients in the Tennessee community thrive.
We wish to build a strong relationship with you based on trust, communication, and mutual respect. So, let’s work together to create a bright financial future for you!
Wealth Management Services FAQ
Q: How do I set up a meeting with a financial advisor?
Q: Do I have to be a member of Bowater Credit Union to access wealth management services?
You’re eligible to join Bowater Credit Union if you live, work, worship, or go to school in Bradley, McMinn, Meigs, Monroe, or Polk Counties in Tennessee.
Becoming a member is easy. Simply open a savings account with a minimum deposit of $5, then you’ll be able to enjoy all the benefits of being a member.
Q: What exactly does a financial advisor do?
A: A financial advisor is a registered investment advisor whose priority is to guide and advise you to make wise financial decisions. Some of the things our wealth advisor does are:
- Analyze your financial situation.
- Answer any questions you may have about investing.
- Develop a personalized plan to achieve your financial goals.
- Recommend appropriate investment strategies.
- Manage and/or open accounts on your behalf.
- Review your investment portfolio and make adjustments as needed.
- Discuss how new financial needs may impact your financial plan (college planning, buying a new house, etc)
While those are some of the things your advisor can do for you, what they do will depend on your personal situation and needs.