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Tom Fowler is a seasoned financial professional with over 40 years of experience in estate planning, financial planning, and business planning. He has a strong background in insurance and finance, with expertise in retirement planning and securities. Fowler has held various leadership positions, including President of Fowler Financial Group and Senior District Sales Manager at Allstate Insurance Company. Fowler has a degree in Biology/Business from Drake University and is a Certified Life Underwriter (CLU). He is currently based in the Greater Seattle Area.

Credentials

  • CLU
    Certified Life Underwriter

Experience

  • Fowler Financial Group
    • Bellevue, Washington
    • President
      • Nov 1993 - Present
      • Bellevue, Washington

      Tom Fowler is a business transition and financial planner. He has over forty years experience assisting owners of closely held and family owned companies with their estate and business planning.Thomas E. Fowler, Securities and Investment Advisory Services offered through Woodbury Financial Servic...

  • Principal Financial Group
    • Greater Seattle Area
    • Brokerage General Agent
      • 1982 - Jul 1993
      • Greater Seattle Area

      Developed collaborative relationships with other professionals, property/casualty agents, financial planners, etc. to assist their clients in business and estate planning.

  • CNA
    • Chicago-Los Angeles-Seatttle
    • Regional Director of Brokerage Offices/ Brokerage General Agent
      • Oct 1976 - Jul 1983
      • Chicago-Los Angeles-Seatttle

      Home office marketing, sales training, regional director of brokerage Offices. Recruited managers, sales people, management, budgeting, liaison to other departments. As a general agent developed my own company specializing in estate and business planning.

  • Allstate Insurance Company
    • Cleveland-Cinncinati-Kansas City
    • Senior District Sales Manager
      • May 1967 - Oct 1976
      • Cleveland-Cinncinati-Kansas City

      Manager of a district of 25+ agents. Recruiting, sales, training, liaison to other departments within the company. Received numerous sales and management incentive awards. This was a wonderful experience building a cohesive team of producers, all of whom were recognized for their professional ach...

Education

  • 1960 - 1965
    Drake University
  • 1960 - 1961
    University of Denver

Suggested Services

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Industry Focus. “Financial Services”

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