Persium Group Names Will Bowen as Equity Partner

Persium Group, an advisory firm specializing in wealth management, exit planning for business owners, and retirement plan services, is pleased to announce that Will Bowen has been named an equity Partner of the firm.

Bowen joined Persium in 2013 as a Financial Analyst and has grown steadily within the organization, earning a promotion to Senior Relationship Manager before his elevation to Partner. He serves as the primary financial advisor for several of the firm’s wealth management clients and is responsible for the construction and implementation of financial plans. He also oversees trading for the firm and serves on the Investment Committee, which performs in-depth analysis of all retirement plans and asset management securities.

Prior to joining Persium, Bowen worked at an Atlanta-based wealth management firm with approximately $1 billion in assets under management, where he served as a lead associate advising 60 clients on investment strategy and financial plan implementation. He has also held roles in the regional banking sector.

“Will has an incredible mind for financial planning, but it’s his sincerity and compassion that make him special,” said Stephen Griner, Persium Group’s CEO. “Our clients immediately connect with his authenticity. More than managing their financial plans, he truly cares about the individuals we serve. These qualities embody what Persium stands for and make him a natural fit for ownership in the firm. We are proud to welcome him as a Partner.”

Bowen holds a degree in Finance from the University of Georgia’s Terry College of Business and earned his MBA from Georgia State University with a concentration in Personal Finance. He earned the Certified Financial Planner (CFP®) designation in 2011.

A native of Dalton, Georgia, Bowen resides in Decatur with his wife Kathleen and their two children. Outside the office, he enjoys golfing, UGA athletics, and reading across a wide range of subjects.