Patrick Bowen
,
Vice President, Wealth Management Advisor
NMLS #1345189
2100 Ross Ave
Dallas, TX 75201
214.969.2394
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.

About Me
Welcome

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.

Meet Our Professional Staff
Kay Earle
Officer, Wealth Management Client Associate
214.969.2642
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Omar Zoubi
Wealth Management Lending Officer
NMLS #620973
Ed Salas
Wealth Management Banking Specialist
About Merrill

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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Patrick D Bowen is registered to do business in AK, AL, AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV.