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.
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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.
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.