Todd M Bowman, CEPA
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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 M Bowman, CEPA

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.

He is an active member of Michigan Government Finance Officers Association and Michigan Association of County Treasurers. He resides in Ada 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 Michigan Government Finance Officers Association
  • Member of Michigan Association of County Treasurer
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • IN
  • MI
  • NC
  • NY
  • OH
  • PA
  • SC
  • TX

Todd M Bowman, CEPA

Education

  • Hillsdale College

Credentials

  • Wealth Advisor
  • Certified Exit Planning Advisor

Todd M Bowman, CEPA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Philanthropy
Legacy planning
Exit planning
Business succession
Investing
Alternative investments

Todd M Bowman, CEPA

333 Bridge Street NW
Suite 1100
Grand Rapids, MI 49504

Email Me

todd.bowman@ubs.com
Todd M Bowman, CEPA
333 Bridge Street NW,Grand Rapids,MI,49504

Todd M Bowman, CEPA

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.

He is an active member of Michigan Government Finance Officers Association and Michigan Association of County Treasurers. He resides in Ada 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 Michigan Government Finance Officers Association
  • Member of Michigan Association of County Treasurer
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • IN
  • MI
  • NC
  • NY
  • OH
  • PA
  • SC
  • TX

Education

  • Hillsdale College

Credentials

  • Wealth Advisor
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Philanthropy
Legacy planning
Exit planning
Business succession
Investing
Alternative investments
333 Bridge Street NW
Suite 1100
Grand Rapids, MI 49504
  • (616) 732-1218

Email Me

The proof is in our numbers

65

Collective years of experience


Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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