Bernard Bowman
Senior Vice President, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director,
Financial Planning Specialist,
Family Wealth Advisor,
Alternative Investments Director
Direct:
(214) 696-7161(214) 696-7161
Toll-Free:
(800) 933-3936(800) 933-3936
My Mission Statement
Striving to allow my clients to live their lives with peace and dignity.
Hil Bowman's Story
Hil Bowman has over 29 years of wealth management experience and holds Portfolio Management Director and Family Wealth Advisor designations. He has been with the firm since 2003.
After earning a BA degree from Southern Methodist University, Hil began his career in finance at Merrill Lynch as a Financial Advisor. He later worked at UBS for 7 years before joining Morgan Stanley.
Hil is committed to helping people. He feels it is important to have a holistic view on his client’s circumstances. Being a good listener is a big part of building relationships. Hil looks to help where people need it the most.
Hil takes pride in developing a tailored, comprehensive plan for each client. Creating a roadmap helps clients navigate the financial markets many cross currents and allows them to see through all the noise. He takes pride in proactively reaching out to his clients on a regular basis and strives to form personal bonds.
Spending time sharing the good news of Jesus and giving back to the community is important to Hil. He volunteers with a personal Acts 1:8 strategy working with groups in Dallas called 2nd Saturday, Prison Entrepreneur Program, East West Ministry, and Watermark Community Church. He is also focused on mentoring young married couples and teaching a class called Great Questions.
After earning a BA degree from Southern Methodist University, Hil began his career in finance at Merrill Lynch as a Financial Advisor. He later worked at UBS for 7 years before joining Morgan Stanley.
Hil is committed to helping people. He feels it is important to have a holistic view on his client’s circumstances. Being a good listener is a big part of building relationships. Hil looks to help where people need it the most.
Hil takes pride in developing a tailored, comprehensive plan for each client. Creating a roadmap helps clients navigate the financial markets many cross currents and allows them to see through all the noise. He takes pride in proactively reaching out to his clients on a regular basis and strives to form personal bonds.
Spending time sharing the good news of Jesus and giving back to the community is important to Hil. He volunteers with a personal Acts 1:8 strategy working with groups in Dallas called 2nd Saturday, Prison Entrepreneur Program, East West Ministry, and Watermark Community Church. He is also focused on mentoring young married couples and teaching a class called Great Questions.
Securities Agent: UT, MA, KS, HI, CO, RI, GA, FL, VA, OR, NJ, MI, ID, CA, AK, WI, MD, CT, NV, NM, MS, AL, WA, TX, TN, NY, NH, DC, PA, OK, NE, NC, IL, DE, AZ, SC, LA, ME, OH, MT, MO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1264999
CA Insurance License #: 4350150
NMLS#: 1264999
CA Insurance License #: 4350150
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Process
I firmly believe in a well-rounded comprehensive financial plan. A planning process provides you with a clear path forward to your goals, but it also provides me an opportunity to understand you, what drives your financial decision making, and what keeps you up at night.
Step 1- Understanding You
This is a critical step to establishing a relationship with you. I want to understand what you value in an advisor client relationship. Then we will spend time understanding your current financial situations and your financial goals.
Step 2- Your Goals –
The purpose of this step is to determine your needs and wants. Your goals can range from funding college, having enough for retirement, transfer of wealth, buying a home or developing an investment program to increase financial security.
Step 3 Implementation –
In this step, we will implement the plan but first we will understand your time frame, your risk tolerance and I will provide the recommendation for the plan. Furthermore, I will provide clear communication and expectation for the plan.
Step 4 – Ongoing Review
I believe that financial planning is living and breathing process. Your goals and financial situation may change. We want to be tactical by reviewing your plan on a timely basis to account for this and make adjustments where necessary.
Step 1- Understanding You
This is a critical step to establishing a relationship with you. I want to understand what you value in an advisor client relationship. Then we will spend time understanding your current financial situations and your financial goals.
Step 2- Your Goals –
The purpose of this step is to determine your needs and wants. Your goals can range from funding college, having enough for retirement, transfer of wealth, buying a home or developing an investment program to increase financial security.
Step 3 Implementation –
In this step, we will implement the plan but first we will understand your time frame, your risk tolerance and I will provide the recommendation for the plan. Furthermore, I will provide clear communication and expectation for the plan.
Step 4 – Ongoing Review
I believe that financial planning is living and breathing process. Your goals and financial situation may change. We want to be tactical by reviewing your plan on a timely basis to account for this and make adjustments where necessary.
Guidance
- Planning
- Consultation
- Review
- Implementation
Experience and Care
I help individuals, multi-generational families, and business owners, reach their financial goals. I offer solutions to help grow, manage, and preserve their wealth.
When working with me, you will gain access to experience, intellectual capital, care, and accountability.
I also believe informed clients make better financial decisions. My clients benefit from scheduled planning meetings, video conference calls, texts, emails, consultation about the markets, financial issues that can impact their plans, and understanding different financial strategies.
When working with me, you will gain access to experience, intellectual capital, care, and accountability.
I also believe informed clients make better financial decisions. My clients benefit from scheduled planning meetings, video conference calls, texts, emails, consultation about the markets, financial issues that can impact their plans, and understanding different financial strategies.
Clients
- Individuals
- Multi Generational
- Executives
- Business Owners
- Legacy
Location
8383 Preston Center Plz
Ste 400
Dallas, TX 75225
US
Direct:
(214) 696-7161(214) 696-7161
Toll-Free:
(800) 933-3936(800) 933-3936
Fax:
(214) 696-7108(214) 696-7108
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Bernard Bowman today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
