Brooks Bowman
,
Vice President, Senior Financial Advisor
4281 Esplanade Pl
Flower Mound, TX 75028
214.972.8784
Learn more about an advisor's background on
My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

For a successful clientele, Brooks Bowman blends his old-fashioned work ethic with high energy and a dedication to details. His goal? To enhance distinct aspects of clients’ financial lives that can prove critical to building sustainable, multi-generational wealth.

“Many clients are afraid of outliving their assets,” Brooks says. “By listening to their concerns and helping them identify their goals, I go beyond what many clients expect – offering the sincerity and attention that I believe each client deserves.”    

Since joining Merrill Lynch Wealth Management in 2008, Brooks has come to serve a loyal circle of client families. While they’ve taken different career paths, most are saving for retirement without the time or inclination to manage their investments. Brooks explains his goals-based approach to helping manage client wealth, “By focusing on clients’ financial goals, I can bring purpose and clarity to their investments. This enables me to ignore the daily market noise, maintain a long-term approach, and avoid the pitfalls of emotional investing.”

Adhering to his philosophy, Brooks works with clients to help identify their primary goals and needs – including, asset allocation, education funding, retirement income planning, tax minimization strategies and estate planning services – and then commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations.

A highly credentialed advisor, Brooks has earned the Chartered Retirement Planning CounselorTM and Certified Plan Fiduciary Advisor designations. Brooks is also a specially qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

Brooks holds a BBA in Entrepreneurship and Venture Management from the University of Oklahoma. He resides in Argyle, TX with his wife, Kristin and their two children.

Meet Our Professional Staff
J. Curt Leonard,

CPWA®,CRPC™

Managing Director, Senior Consultant
972.386.1331
Denise Marie Barrera
Assistant Vice President, Wealth Management Associate
972.386.1368
Lauren Phipps,

CFP®

Officer, Registered Wealth Management Client Associate
972.386.1341
Melanie Sanchez
Wealth Management Client Associate
972.369.1928
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.
Jocelyn T Smith
Retirement Specialist
Andrea Norman
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Brooks A Bowman is registered to do business in AR, AZ, CA, CO, FL, GA, HI, IL, LA, MD, MS, NC, NE, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.