Hil Bowman
Senior Vice President/Family Wealth Advisor/ Portfolio Manager Director/ Alternative Investments Director/ Financial Advisor at Morgan Stanley
- Role
- Senior Vice President - Wealth Management Portfolio Manager Financial Advisor at Morgan Stanley
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Hil Bowman
With over 30 years of experience in financial services, meeting the needs of my clients through life stages, increasingly complex investment situations, and ever-changing market conditions, I understand the unique challenges my clients face- Striving for a secure financial future - Supporting their families - Caring for aging parents - Determining the best strategy for income in retirement - Planning their legacy My goal is to help reduce my clients’ stress around these financial matters and move comfortably into the next phase of their lives. I help clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation- Comprehensive financial plans - Strategies for managing retirement income & expenses - Asset allocation and investment management across all account types-individual, joint, business, taxable and tax-deferred: IRAs, 401(k)’s and rollovers from retirement plans- Strategies for navigating Social Security and Medicare - Legacy and business succession plans - Strategies for managing financial risk, including life insurance, long term care and annuities. I believe ongoing education to expand my knowledge and experience to provide my clients the best thinking and solutions available to meet their needs is an important component to my practice. I have advanced training in portfolio management, financial planning and retirement planning. I also believe informed clients make better financial decisions. My clients benefit from scheduled planning meetings, newsletters, emails, consultation about the markets, financial issues that can impact their plans, and understanding different financial strategies. I welcome the opportunity to meet with you to learn about your unique situation and explore whether I can be of benefit to you. Please feel free to contact me at 21••••••61 or h••••••••@morganstanley.com.
Experience
Senior Vice President - Wealth Management Portfolio Manager Financial Advisor
Jun 2003 — Present · Dallas, TX, US
2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates.NMLS
Education
Southern Methodist University
BA, Politcal Science, History, Economics
1990 — 1992
University of Mississippi
Undergraduate
1988 — 1990
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