Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
James P. Bowe, CRPC®
Jim has served the needs of clients since 1997. Jim helps clients develop a customized financial strategy designed to help them pursue what's most important to them. A rising income stream from dividends is the foundation of the Bowe Wealth Management philosophy. Using proprietary analysis, historical data, and Merrill's proprietary research, Jim creates customized strategies that are designed to help exceed client expectations and long-term goals. Ongoing reviews help ensure that investment decisions are in line with client objectives. A graduate of Brown Institute, Jim lives in Plymouth with his wife Diana, and son Spencer. In the community, Jim volunteers as a coach in the Orono Hockey Association and Orono Baseball Association.|
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
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Supported by the global resources of Merrill, my 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
Bank of America, N.A.
Bank of America, N.A.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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