About Me

My diverse financial career spanned over thirty years with stints as a portfolio manager, stock and bond trader, mutual fund and ETF sales manager, and personal advisor and financial planner. I spent the latter part of my career doing what I loved most—advising clients of independent wealth management firms in Arizona. It was my privilege to serve on the Board of Directors of the Financial Planning Association of Greater Phoenix as President and Chairman of the Board. In addition, I was inducted into the Arizona Hall of Fame of Financial Women International in 1993. I hold the CERTIFIED FINANCIAL PLANNER™ professional certification.

Author

I am the author of How to Dress a Naked Portfolio: A Tailored Introduction to Investing for Women. It uses shopping analogies to guide the reader to pick stores, select clothes and shoes and accessories, and put them together to complete a basic investment outfit.

Educator

I've led small group workshops for employers, non-profit groups, and networking groups.

Speaker

I am an accomplished seminar leader with a passion for helping women and girls of all ages understand financial concepts. Contact me to speak to your book club or community group.

Beverly Bowers

About Me

My diverse financial career spanned over thirty years with stints as a portfolio manager, stock and bond trader, mutual fund and ETF sales manager, and personal advisor and financial planner. I spent the latter part of my career doing what I loved most—advising clients of independent wealth management firms in Arizona. It was my privilege to serve on the Board of Directors of the Financial Planning Association of Greater Phoenix as President and Chairman of the Board. In addition, I was inducted into the Arizona Hall of Fame of Financial Women International in 1993. I hold the CERTIFIED FINANCIAL PLANNER™ professional certification.

Author

I am the author of How to Dress a Naked Portfolio: A Tailored Introduction to Investing for Women. It uses shopping analogies to guide the reader to pick stores, select clothes and shoes and accessories, and put them together to complete a basic investment outfit.

Educator

I've led small group workshops for employers, non-profit groups, and networking groups.

Speaker

I am an accomplished seminar leader with a passion for helping women and girls of all ages understand financial concepts. Contact me to speak to your book club or community group.

Beverly Bowers
Beverly Bowers

Interests

Born and raised in small towns in Iowa, I grew up with a strong sense of community and appreciation for the value of education. My parents set high expectations but cloaked them with lots of love and support. Their mantra to "do your best" meant focus and hard work.

I treasure family times filled with food and laughter: my grandfather's practical jokes; reunions with aunts, uncles, and cousins; holidays with siblings and their families; and especially watching the growth of my children and grandchildren. Nothing makes me smile more than the bedlam of a houseful of kids and their pets!

Fitness is a priority in my life because it makes me feel good. You might find me riding my 3-speed bicycle, hiking a trail, or swimming a few laps. My favorite spectator sport is football, and I am a loyal fan of the Iowa State Cyclones and Arizona Cardinals.

Travel is my passion and, since retired, I split my time between Arizona and Iowa. However, my favorite places are sunny beaches. Toes in the sand, sun on the face, throw in a cold drink and fresh seafood and I am in heaven! If there is music playing, even better. My preference is rock, but you might hear some country or oldies as well.

People and their stories intrigue me, and it gives me great satisfaction to help others. I love the world of investments, especially bonds, and find joy in making that world understandable to others.

History

Learned about investments buying and selling stocks and bonds for the trust department of Commercial National Bank of Peoria IL (merged into PNC Bank).

Managed The Arizona Bank’s (merged into Bank of America) Investment Department, including its fixed income portfolio.

Bought and sold fixed-income products for institutional clients of Charles Schwab.

Launched a new North Carolina branch for Charles Schwab.

Created Bowers Financial Services, LLC in North Carolina to advise individual clients on a fee-only basis.

Managed the Arizona institutional internal sales force of the Vanguard Group as it rolled out its offering of exchange-traded funds (ETFs).

Served as an asset manager, investment advisor, and financial planner for individual clients with portfolio assets up to $60 million.

Beverly Bowers

How to Dress a Naked Portfolio: A Tailored Introduction to Investing for Women

This step-by-step guide for women starts with eight questions and only you know the correct answers. Your personality, values, income, and family circumstances shape all your life decisions and investing is no different. Using understandable comparisons, you will put together an investment outfit, piece by piece. The result will be both beautiful and uniquely you!

"An empowering education in investment strategies that is both comprehensive and easy to grasp. I immediately bought a copy for every member of my family!"

C.J. Redwine
New York Times best-selling author

Beverly Bowers

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Bev's Basics

Series I Bonds

SERIES I SAVINGS BONDS

By Beverly Bowers, CFP®

One type of investment offered by the U.S. Treasury is often forgotten—I Bonds. When I was young, my parents bought U.S. Treasury Series E (purchased at a deep discount) or H Bonds (purchased at face value) for me. I bet someone in your family owned them, too. I cashed in some of them to purchase …

SERIES I SAVINGS BONDS Read More »

Running Upstairs

UPWARD MOBILITY

By Beverly Bowers, CFP®

Upward mobility: the capacity or facility for rising to a higher social or economic position. (Merriam-Webster) Not every person reading this blog strives for upward mobility, but I would wager that most of you do. It is the idea that you want to make a better life for yourself, your family, and your heirs. Some …

UPWARD MOBILITY Read More »

Trees & NFTs

NFTs AND TREES

By Beverly Bowers, CFP®

What are NFTs and what do they have to do with trees? Good questions! We’ll get to NFTs in a minute, but first let’s look at trees. I recently spent a weekend with family at a beautiful cabin in the forest. We are fortunate to regularly escape the heat of the summer and relax in …

NFTs AND TREES Read More »

Send me your questions

It is my goal to help you understand the financial world. There is no question that is too basic or simple.