FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Steven G. Bowe, NMLS 1572118
Steven Bowe is Senior Vice President and Senior Trust Officer, providing concierge banking and wealth management services to successful families and entrepreneurs. He takes a holistic approach to simplifying complexity, preserving wealth, and helping clients achieve their goals across generations. By coordinating a team of specialists in banking, lending, investment management, estate planning, and insurance, Steven delivers a seamless and highly personalized client experience.
With a unique background as both an entrepreneur and a private wealth advisor, Steven understands the needs of business owners and families because he has lived them. Earlier in his career, he served as Chief Financial Officer of a fast-growing security and defense firm, guiding it through a successful acquisition. He later held senior advisory roles at premier institutions including U.S. Bank, First Republic Bank, and PNC Private Client Group. This blend of entrepreneurial leadership and institutional expertise enables Steven to deliver proven strategies informed by the best practices of some of the nation’s most accomplished families and business leaders.
Steven studied Entrepreneurship and Finance at Babson College and completed advanced leadership training at The Wharton School of the University of Pennsylvania. He is also pursuing the Certified Trust and Fiduciary Advisor (CTFA) designation.
Originally from Boston, Steven relocated to Florida in 2015 and spends summers in Maine, his “happy place.” He is passionate about history and architecture, a lifelong car enthusiast, and a strong advocate for advancing financial literacy in his community.
Direct 561-296-6297
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