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Brooks A Bowman, CPFA, CRPC

Vice President
Senior Financial Advisor
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Merrill Lynch
Wealth Management

My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.

Profile

For a successful clientele, Brooks Bowman blends his old-fashioned work ethic with high energy and a dedication to details. His goal? To enhance distinct aspects of clients’ financial lives that can prove critical to building sustainable, multi-generational wealth.

“Many clients are afraid of outliving their assets,” Brooks says. “By listening to their concerns and helping them identify their goals, I go beyond what many clients expect – offering the sincerity and attention that I believe each client deserves.”    

Since joining Merrill Lynch Wealth Management in 2008, Brooks has come to serve a loyal circle of client families. While they’ve taken different career paths, most are saving for retirement without the time or inclination to manage their investments. Brooks explains his goals-based approach to helping manage client wealth, “By focusing on clients’ financial goals, I can bring purpose and clarity to their investments. This enables me to ignore the daily market noise, maintain a long-term approach, and avoid the pitfalls of emotional investing.”

Adhering to his philosophy, Brooks works with clients to help identify their primary goals and needs – including, asset allocation, education funding, retirement income planning, tax minimization strategies and estate planning services – and then commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations.

A highly credentialed advisor, Brooks has earned the Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor designations. Brooks is also a specially qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

Brooks holds a BBA in Entrepreneurship and Venture Management from the University of Oklahoma. He resides in Argyle, TX with his wife, Kristin and their two children.

  • EDUCATION

    University of Oklahoma

Professional Staff

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.

Additional Resources

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.

Andrea Norman

Wealth Management Banking Specialist

Merrill

Jocelyn T Smith

Retirement Specialist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you’d like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

It is important to know exactly where you are with your finances, where you plan to go, and how much you may need to help get you there. Drawing on Merrill’s investing insights and with access to Bank of America’s credit and lending solutions, we can offer you a comprehensive, personalized plan to help you pursue your goals. We will provide transparency on what you’re paying for and what you’re getting, as well as potential opportunities and risks. Understanding that life needs and market conditions can change, we will meet with you, as necessary, to help make sure your strategy remains on track to pursue your goals and adjust your approach for the journey ahead, as needed.

The broad investing resources of Merrill provide you with access to potential strategies for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions. In addition to traditional and alternative investments and wealth transfer solutions through Merrill, you have access to estate planning services from Bank of America. As your single point of contact we can connect with key professionals in your life, working closely with your outside advisors, such as attorneys, accountants and elder care specialists.

DISCLOSURE: Some or all alternative investments may not be appropriate for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other appropriate investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

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      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

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      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.