James Bowe Headshot Image
James Bowe
First Vice President, Senior Financial Advisor
NMLS #533367
315 Lake Street East
Wayzata MN 55391
(952) 404.5915
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James P. Bowe, CRPC®

I have served the needs of clients since 1997. I have helped clients develop a customized financial strategy designed to help them pursue what's most important to them. A rising income stream from dividends is the foundation of the Bowe Wealth Management philosophy. Using proprietary analysis, historical data, and Merrill's proprietary research, I create customized strategies that are designed to help exceed client expectations and long-term goals. Regular reviews help ensure that investment decisions are in line with client objectives. A graduate of Brown Institute, I live in Plymouth with my wife Diana, and son Spencer. In the community, after years of coaching hockey and baseball, I volunteer for the Orono Baseball Association.



*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

My goal is to help clients pursue their personal goals, such as planning for and funding their children's educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation. Everything I do takes into account clients' personal perspectives and priorities. I aim to help bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey of managing and helping reach your goals

Meet Our Professional Staff
Dominique Latterelle-Paskach
Private Wealth Client Associate (FP)
952.476.5626
Kimberly J Mcnurlin
Officer, Registered Wealth Management Client Associate
651.275.8051
Samantha Lauren Bennett
Wealth Management Client Associate
952.404.5928
Molly Manhard
Wealth Management Client Associate - RDA
612.285.9508
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.
Trent Lorenzen
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #681407
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Lina Bazzi
Wealth Management Banking Specialist
Merrill
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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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.
James Bowe is registered to do business in AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, ME, MI, MN, NC, NV, NY, OH, OR, PA, SD, TX, VA, VT, WA, WI.