Lee M. Bowman
4350 Congress St., Suite 300
Charlotte, NC 28209
Lee Bowman, MSA, CFBS
Lee’s financial career began in 2007 with Mass Mutual in South Florida but he now resides in Charlotte, NC where he runs his own financial firm, Five Point Financial, LLC. Prior to becoming a fee based financial advisor, Lee was an auditor with Ernst & Young, LLC where he worked with numerous private and publicly traded companies. Though his experiences, Lee began to learn that working with the privately held corporations was becoming a passion. “I’ve always enjoyed working with small business owners because of the culture that they build and the family type atmosphere that their businesses contain,” says Lee. Since moving to Charlotte in 2011, Lee has continued to focus on helping closely held business owners gain clarity of their financial world through the Business Owner Road Map.
Lee earned his undergraduate degree in Accounting, along with his Master’s in Accounting from East Carolina University. In addition to his college degrees, Lee holds the Certified Family Business Specialist (CFBS) designation through the American College. Lee lives in Charlotte,
NC with his wife Jessica and their two kids, Jace and Olivia. In his spare time, Lee enjoys spending time with his family, his friends, and