Trahan-Bowyer Team

About the Trahan-Bowyer Team

We are a multi-generational team of CFP® professionals offering decades of experience with our clients. We pride ourselves on delivering outstanding care and service and providing our clients with the comfort of knowing our team will be here to service them for decades to come. We focus on overall financial planning, including investment management, retirement income planning, and more. Schedule a meeting to find out how we can be of service.

CFP disclosure: CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

SCHWAB ALLIANCE

Advisory Team

Bill Trahan

CFP®

Senior Vice President, Financial Advisor

Charlotte, NC

Kevin Bowyer

CFA®, CFP®

Vice President, Financial Advisor

Charlotte, NC

Chason Trahan

CFP®, CLU®

Vice President, Financial Advisor

Charlotte, NC

Resources from our team

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Team locations

Charlotte, NC

4521 Sharon Road, Suite 400, Charlotte, North Carolina, 28211

(704) 553-8006

details

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.

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