James Bowe
James Bowe CRPC™, First Vice President, Senior Financial Advisor.
For more than 29 years, I’ve helped individuals and families build financial strategies designed to support what matters most in their lives. Since beginning my career in 1997, my focus has remained consistent: deliver clarity, build confidence, and create long-term value for the clients I serve.
The foundation of the Bowe Wealth Management philosophy is a rising income stream from dividends. This approach is grounded in discipline, historical perspective, and long-term growth potential. Using proprietary analysis, historical data, and Merrill’s extensive research, I develop customized strategies aimed at helping clients not only reach their goals, but exceed their expectations.
I conduct regular portfolio reviews to ensure each strategy remains aligned with clients’ evolving objectives, risk tolerance, and life changes.
A graduate of Brown Institute, I live in Plymouth with my wife, Diana, and our son, Spencer. Outside of work, after many years coaching hockey and baseball, I continue to stay active in the community through volunteer work with Interfaith Outreach & Community Partners and Second Harvest Heartland.
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.
*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.
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
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.
