Holly Bowen

Office manager

Holly’s daily responsibilities included working closely with the financial advisors preparing financial documents such as investment reports, arranging client meetings, account transactions and maintaining client accounts.

She came to Focused Wealth Management with over 25 years of experience in client relations. Prior to joining the team, she spent over a decade at a Manhattan financial company where she developed strong business relationships, recruited and trained new employees.

Holly attended SUNY New Paltz, she also received a certificate in Human Resources from Cornell University.

In her free time, she enjoys travelling. hiking and spending time with her family. Holly also volunteers for the Hudson Valley food pantry.

Holly currently resides in Orange County, New York with her husband and children.