Jerry Bowman
As a financial advisor at Merrill and a proud member of The Kobelski Group, I focus on serving high-profile clients including athletes, entertainers, and corporate executives. Our team's experience extends to navigating complex financial landscapes, such as exit planning, wealth management, philanthropy, and much more, helping to ensure our clients are prepared for life's major transitions. With a tailored approach, our team provides strategic advice that aligns with long-term goals, leveraging Merrill's premier resources. Our goal is to empower clients with the clarity and confident they need to pursue financial success at every stage.
In addition, I hold designations which allow me to address the unique financial needs of athletes and entertainers, as well as help business owners navigate the complexities of exit planning and transitions.
A desire to help others is one of the main reasons I chose to join the financial services industry. This passion to help stems from my own experience, the financial challenges I've personally faced, and what I've seen family and friends face. As witness to the challenges encountered by important people in my life, I recognized the need for a professional and caring team to help people realize the life they want. My mission is to work with you to develop a wealth plan built around your priorities, and then help you adjust, as needed, to the changes that inevitably may occur.
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.
