Brooks Bowman

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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 Counselor^TM 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.