Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our focus is you. To understand you and your family, your company, along with your goals, hopes, dreams, worries and concerns. As a team we take great care to listen to what you’re saying and what you’re trying to explain about your life circumstances. What did it take to get you to this point? And how can we make sure we take an approach that reflects the years of hardwork you want advice on? We will help design, implement and monitor a customized wealth strategy to help you and your family invest, or you and your company, and allow you to focus on whatever you love most about life. We feel we can help corporations spend more time on their business by letting our team assist various committees and personel. We believe we can provide smooth access to an otherwise rough world in finance. With our team, you will feel the world of opportunity to learn, explore and grow. Welcome to your new team, welcome to, Bowden & Associates at Merrill Lynch Wealth Management.
The most important part of any journey is that first step. That’s why here in our team we talk about your aspirations and encourage you to ask questions about issues that matter most to you, so we can get the right direction from the start. For corporations, this can be a simple exhchange of outsourcing various investment tasks for lower cost than in-house processing, but a lot of what worries individuals can be front of mind for corporate committees too.
What is it keeping you up at night? Which child needs education funding and how can you help them?
Are you thinking about leaving a legacy behind? How will that legacy reflect your personal values?
We pride ourselves with good listening skills, and with the full resources of Merrill Lynch Wealth Management, continued education, certificates and degrees, along with the banking convenience of Bank of America, we will work with you to develop strategies that are designed to help you reach your goals. If you’re going to take that first step in asking for advice, who better to help you begin? We look forward to our first discussion. We are here to help guide you and we will do our best to take the time to make sure you feel we are listening.
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, through this assessment we can customize financial strategies together. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with strategies for transferring wealth to the younger generation.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer, NMLS #1285843
Senior Wealth Management Lending Officer, NMLS #1230607
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.