Jeff Bowlby
Financial Counselor
Phone:Â 800.549.3227
After a decade in the financial services sector, Jeff became a Financial Counselor at Dash Investments. With a robust background, he specializes in cultivating strong connections with high-net-worth individuals and families, guiding them in achieving their enduring financial objectives.
Prior to joining Dash Investments, Jeff spent 4.5 years at Fisher Investments as a registered representative. During his tenure there, he provided comprehensive long-term financial planning advice to affluent clientele and engaged in daily discussions about capital markets. Jeff possesses a keen understanding of capital markets and their influence on investor sentiment, enabling him to maintain clients’ composure even during turbulent periods. Furthermore, he excels in tailoring financial plans to address a wide range of investor needs.