Patrick Bowen,
Vice President, Wealth Management AdvisorNMLS #1345189
Patrick serves as a Financial Advisor in the downtown Dallas office. He focuses on delivering the wealth management platform to a broad range of clients including corporate executives and founders of privately held companies and their families. Patrick assists by seeking to understand each client's financial objectives through an in-depth discovery process, management of concentrated positions, and building a strategy to help attain financial goals.
Prior to Dallas, Patrick worked on the Private Executive Services (PES) team in Merrill's Private Wealth Management Group in New York City and still partners with them today. He has spent his entire professional career at the Firm, joining in 2008 after interning in 2007.
A graduate of the University of Arkansas, Patrick earned a bachelor’s degree from the J. William Fulbright College of Arts and Sciences. He also holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The Wharton School of Business.
Patrick resides in the Kessler Park neighborhood in Dallas with his wife Meghan of Burnet, TX, daughter Hattie, and son JP. Originally from Kansas City, MO his outside interests include travel, trying new restaurants, playing and watching sports, reading, and spending time with family.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
