Your team
The BBRK Wealth Management Group
39001 W 12 Mile Rd
Farmington Hills, MI 48331
(248) 488-5074
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The BBRK Wealth Management Group
Merrill Lynch Wealth Management
39001 W 12 Mile Rd
Farmington Hills, MI 48331
(248) 488.5074
(248) 488.5074
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Our mission is to help clients grow and preserve their wealth over multiple generations. We accomplish our goal by asking the right questions, building lasting relationships that are based on trust, and by providing thoughtful professional advice with impeccable service.
We believe in the value of thorough investment research, risk assessment and investment planning. We are committed to utilizing a disciplined asset allocation strategy that we tailor by carefully listening to each client’s unique individual needs and objectives.
Our team works tirelessly to provide a premier level of customer service and always acts with integrity and in the best interest of each client. We work closely with our clients’ other advisors to help ensure that they can be confident with all aspects of their wealth planning and financial strategies.
We are committed to excellence and want each client to be proud to introduce us to their family and friends.
Our mission is to help clients grow and preserve their wealth over multiple generations. We accomplish our goal by asking the right questions, building lasting relationships that are based on trust, and by providing thoughtful professional advice with impeccable service.
We believe in the value of thorough investment research, risk assessment and investment planning. We are committed to utilizing a disciplined asset allocation strategy that we tailor by carefully listening to each client’s unique individual needs and objectives.
Our team works tirelessly to provide a premier level of customer service and always acts with integrity and in the best interest of each client. We work closely with our clients’ other advisors to help ensure that they can be confident with all aspects of their wealth planning and financial strategies.
We are committed to excellence and want each client to be proud to introduce us to their family and friends.
The BBRK Wealth Management Group
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Recognition
Bruce Ballard
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2023-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show More Recognitions
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2023-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
The BBRK Wealth Management Group
Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2024
(Published annually in November. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
Jason Bowens,
CFA, CFP®, CPFA™, CRPC™, CRPS™, SE-AWMA™
Managing Director, Wealth Management Advisor
248.488.5018
248.488.5018
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.
Lenora Johnson
Wealth Management Banking Specialist
Merrill
Mark Sullivan
Alternative Investments Regional Specialist
Bank of America, N.A.
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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.
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.