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.
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.
CEPA®, CIMA®, CPFA®, CRPC™, SE-AWMA™
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.
