Bowden Wealth Management Group

Merrill Lynch Wealth Management
701 Brickell Avenue
Floor 7
Miami, FL 33131
(305) 347-2517
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Our team focuses on addressing the lending, investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families and their trusts or estates. We work closely with them to determine their needs so that we can plan to help them pursue their goals.
Bowden Wealth Management Group
Merrill Lynch Wealth Management
Welcome

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 track 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 will help save time and make the lending process more transparent so you can have more control over your real estate plans. We feel we can help families & corporations spend more time on their business by letting our team. 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 team, welcome to, The Bowden Wealth Management Group at Merrill Lynch Wealth Management.

Recognition
Joseph Bowden
Senior Vice President, Wealth Management Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2018
(Published on July 25, 2018. Rankings based on data as of March 31, 2018.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
About Us
Philosophy

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 exchange 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.

Meet Our Team
Joseph Bowden,

CEPA®, CIMA®, CPFA™, CRPC™, SE-AWMA™

Senior Vice President, Wealth Management Advisor
305.347.2517
Kaylee Loveridge
Wealth Management Client Associate
305.347.2615
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.
Ruth Fagen Silva
Structured Credit Executive
Bank of America, N.A.
NMLS #1230607
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Jason E Haft
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1003107
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.