Joe Bowden
,
Senior Vice President, Wealth Management Advisor
701 Brickell Avenue
Miami, FL 33131
305.347.2517
Learn more about an advisor's background on
Whatever your personal investing or lending goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

You've built a successful portfolio of commercial real estate.

But you're tired of jumping through these hoops…

Each bank has its own reporting requirements.

What works at Bank A gets rejected at Bank B. It's a financial headache.

You're not asking for much.

Just the simplicity of a single, streamlined lending relationship.

Let me show you how we can consolidate your loans under one roof.

If you qualify, then I would like to introduce you to our Bank of America Private Bank Custom Lending Platform.

This access is specifically for individuals that have $10 million liquid, and designed to cover your immediate needs in commercial real estate lending like:

• Flexibility: Customizable loan solutions that fit your needs. • Consolidated: One point of contact; streamlined efficiency. Multiple recourse types • High-Dollar Capable: We handle loans starting at $2 million and way up. • Simplified Reporting: Uniform year-end packages that make financial and tax reporting a breeze.

Interested in consolidating, simplifying, and amplifying your real estate portfolio with us?

Leave me a note and let's find some time to get acquainted.

More About Joe Bowden:

• 15+ years in investment and lending, focusing on commercial loans through Bank of America, including recourse and non-recourse lending. • Collaborates with Merrill's Institutional Investments & Philanthropic Solutions group to provide tailored investment advice to endowments and 501(c)(3) charities, along with access to Donor-Advised Funds and Foundations. • Certified Exit Planning Advisor (CEPA®) designation from the Exit-Planning Institute, equipped to assist clients in developing effective exit strategies through the Value Acceleration Methodology. • Certified Investment Management Analyst® (CIMA®) from Investments & Wealth Institute™ (The Institute) • Chartered Retirement Planning Counselor™, CRPC™ from The College for Financial Planning Institutes Corp. • Certified Plan Fiduciary Advisor®, CPFA™ designation from the National Association of Plan Advisors (NAPA) for institutional retirement plan advising • Sports & Entertainment - Accredited Wealth Management Advisor™, SE-AWMA™ designation from The College for Financial Planning Institutes Corp • Named to the 2024 Forbes "Best-in-State Wealth Advisors" list Published on April 3, 2024. Rankings based on data as of June 30, 2023.*

* 2024 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Joseph Bowden NMLS#804074 Institutional Investments & Philanthropic Solutions (also referred to as “Philanthropic Solutions” or “II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Recognition
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.)
Click here to learn more about advisor recognitions
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
Joseph Bowden is registered to do business in AZ, CA, CO, DC, DE, FL, GA, IA, IN, KS, LA, MA, MD, NC, NJ, NY, PA, PR, RI, SC, TX, UT, VA, VI, WI.
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.