Cowles wants our clients to feel comfortable, knowing their portfolios are in good hands with Prestwick Capital Advisors and Raymond James. Organized and focused on the details, she enjoys assisting clients – whether one-on-one with online portfolio access or working behind the scenes managing daily operations by opening client accounts, processing check requests and placing trades.
Always interested in the financial services industry, Cowles knew early in her life that she would work in the field and follow in her father’s footsteps. She joined Morgan Keegan in 2006 as a registered sales assistant and joined Raymond James in 2013.
Cowles earned a bachelor’s degree from Wofford College in Spartanburg, South Carolina. She is originally from Charleston, South Carolina, Cowles lives on Daniel Island with her husband, Josh, their daughter, Sara Cannon, twins, Paul and Evans and two golden retrievers. In her free time, Cowles enjoys spending time with her family and supporting the Wofford Terriers.
Raymond James is not affiliated with any of the organizations listed above.
The essence of investment management is the management of risks, not the management of returns.