Bowen Ogata
Senior Financial Advisor
Bowen began his career at Merrill in July of 2018. Previous to Merrill Bowen played collegiate baseball for the University of Illinois Chicago where he graduated with a bachelor’s degree in finance. Bowen focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. He provides access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America to help address the various aspects of clients' financial lives. Bowen is driven by his passion for delivering excellent service and helping clients pursue their goals. Bowen is a member of Crane Creek Country Club and outside of the office he enjoys golfing, hiking, skiing, fly-fishing and spending time with family and friends.
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.
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.
