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.

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