Patrick Bowen
Patrick Bowen serves as a Senior Vice President, Wealth Management Advisor, and Equity Plan Consultant with Merrill Wealth Management in Dallas. He works closely with corporate executives, founders, business owners, and their families to help navigate complex financial decisions and develop strategies aligned with their long-term goals.
Patrick's approach begins with gaining a deep understanding of each client's unique objectives, values, and circumstances. Through a comprehensive discovery process, he assists clients with concentrated stock positions, executive compensation and equity planning, investment management, retirement planning, and wealth transfer strategies. By coordinating Merrill's extensive resources, Patrick helps clients address both the opportunities and complexities that accompany significant wealth.
Prior to relocating to Dallas, Patrick was a member of Merrill's Private Executive Services team within Private Wealth Management in New York City, where he worked with senior corporate executives and their families. He continues to partner closely with that team today, bringing specialized planning resources and insights to clients across the country.
Patrick joined Merrill in 2008 after interning with the firm in 2007 and has spent his entire professional career helping clients pursue their financial goals. He earned a bachelor's degree from the University of Arkansas and holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute® and taught in conjunction with The Wharton School.
Patrick and his wife, Meghan, reside in the Kessler Park neighborhood of Dallas with their three children, Hattie, Emily, and JP. Originally from Kansas City, Missouri, Patrick enjoys traveling, exploring new restaurants, reading, sports, and spending time with family and friends.
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.
