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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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
Education
Credentials
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
Education
Credentials
CEPA® Value Acceleration Process
The Value Acceleration Process provides a framework to help business owners with Business Transition Planning.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
