Let's move forward. Together.

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

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Todd Bowman

Senior Vice President–Wealth Management

Financial Advisor

Mr. Todd Bowman is a graduate of Hillsdale College with a Bachelor of Science Degree and a Major in Political Economy. He began his career as an Institutional Fixed Income Officer in 2000 at Old Kent Bank (now 5/3). Mr. Bowman joined UBS in 2003 and successfully completed the Financial Advisor Training Program and went on to achieve the UBS Wealth Advisor designation, a certification for expertise on comprehensive wealth planning strategies.

Todd is a board member of Bethany Christian Services. He is an active member of West Michigan Society for Chartered Financial Analysts, the Michigan Government Finance Officers Association and Michigan Association of County Treasurers. He resides in Grand Rapids Township with his wife Elizabeth and five children. Church, children's activities, skiing, and racket sports are an integral part of Todd's life.

Personal & Community

  • Member of West Michigan Society for Chartered Financial Analysts
  • Member of Michigan Government Finance Officers Association
  • Member of Michigan Association of County Treasurers
  • Bethany Christian Services Board Member
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • IN
  • MI
  • NC
  • NV
  • OH
  • PA
  • SC
  • TX
  • UT

Education

  • Hillsdale College

Credentials

  • Wealth Advisor
  • Certified Exit Planning Advisor
333 Bridge Street NW
Suite 1100
Grand Rapids, MI 49504
  • (616) 732-1218

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Business Planning–Accelerate your value

CEPA® Value Acceleration Process

The Value Acceleration Process provides a framework to help business owners with Business Transition Planning.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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