Holly Bowen

Client Relationships Manager, Executive Assistant

hbowen@focusedwealthmgmt.com

Focused Wealth Management
11 Balmville Rd.
Newburgh, NY 12550
Phone: (845) 691-4035
Fax: (845) 691-4037

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Holly Bowen

Client Relationships Manager, Executive Assistant

Holly Bowen serves as the Client Relationships Manager and Executive Assistant at Focused Wealth Management. In her role, she is dedicated to delivering outstanding service to clients by providing direct support both in the office and through phone and email communication.

With her organizational expertise and client-focused approach, Holly plays a vital role in strengthening relationships and supporting the overall operations of the firm.

Holly attended SUNY New Paltz and holds a Certificate in Human Resources from Cornell University. She has over 25 years of experience in client relations and prior to joining the team, she spent over a decade at a Manhattan financial company developing strong business relationships and providing recruiting and training for new employees. In her free time, she enjoys travelling, hiking, and spending time with her family as well as volunteering for the Hudson Valley food pantry.

Focused Wealth Management • Fiduciary financial advisors serving Orange County, New York