Lee Bowen, AIF^®, WMS

Managing Director
Investment Management Consultant
D 318.677.5519
lee.bowen@raymondjames.com

Lee helps investors, businesses and non-profits develop and direct their wealth plans from the building to the distribution phrase. As an Accredited Investment Fiduciary®(AIF®) and registered investment advisor representative with more than 27 years of experience, Lee offers his clients comprehensive services. He enjoys building client relationships and has a knack for problem-solving. He also holds the Series 7, 63 and 65 licenses.

He has a bachelor’s degree from Louisiana Tech University, and also attended Centenary College and
Louisiana State University. Lee is a member of the 2023 Raymond James Chairman’s Council*. Lee is a current Military Affairs member and a past C.E. Byrd Foundation member. He enjoys playing golf as well as watching and coaching his children’s multiple sports teams. Lee and his wife, Marjorie, have four children – Craig, Duke, Francie and Logan – and live in Shreveport.

The AIF^® designation demonstrates that the holder has a knowledge of, competency in and commitment to the standards of investment fiduciary excellence. Holders of the AIF® mark have completed a specialized program on investment fiduciary standards and passed a comprehensive examination. They also must complete six hours of continuing education every year to retain the designation.

*Membership in the Chairman’s Council is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.