Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 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 Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
Brooks holds a BBA in Entrepreneurship and Venture Management from the University of Oklahoma. He resides in Lantana, TX with his wife, Kristin and their two children.
University of Oklahoma
Personalized advice, disciplined investing and ongoing review can make this a reality.
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 NMLS # 621095
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.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. 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.