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Joe Bowden

BofA / Merrill Lynch

Miami, Florida
About
Company name
BofA / Merrill Lynch
Business title
Senior Vice President, Wealth Management Advisor
Contact
How to contact
3053472517
Professional Profile

Call Me When

A business with over $5mm EBITDA wants capital, sale or partial sale.

Professions

Wealth Manager

Functional Expertise

ESOPs
Fiduciary
Lending
Sell side/Divestiture
Trusts
Exit/Transition Planning

Business Focus

Business owner transition planning, financial planning and generational wealth planning

Professional Certification

CIMA, CEPA, SE-AWMA, CPFA, CRPC

Transition Planning Certification or Methodology

CEPA, we have a robust planning process to help assess if valuation exit price can satisfy post sale life goals and work with IB partners to work toward goal amount

Client Industries

Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Health/Pharma/Biotech
Manufacturing
Software/Internet
Telecommunications
Transportation/Storage
Wholesale/Distribution

Client Results

We are a data driven forward looking planning team. We use capital market assumptions and work along banking partners to approach goals

Advisor Resource Relationships

EPI
Chapter information
Miami

Membership

Miami Individual

Member since

New Member

Why I'm a Member of XPX

There is a rotation is capital happening in private companies and they need high quality advice from younger advisors who will be here to a while.
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