Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a client of The Rowling Group, you can benefit from both the attention and personalized care of a small boutique and the strength and resources of an industry leader. The Rowling Group at Merrill Lynch focuses on the vitality of our client's wealth with the goal of providing personalized service. We want our clients to have a deep understanding of our wealth management strategy and how we leverage Merrill Lynch's capabilities. We recognize the uniqueness of our clients’ financial wants and needs in order to design financial strategies.
The Rowling Group has full-access to the vast array of Merrill Lynch resources allowing us to deliver customized strategies for our clients. Our success lies in our collective knowledge of dividend growth equities, global allocation strategies, capital markets equity syndicate, fixed income securities, alternative investments, wealth management and estate planning strategies.
Keith E. Rowling has received national recognition as having one of the top wealth management practices in America. He is one of the youngest Managing Directors at Merrill Lynch. In 2016, Keith was ranked #2 by OnWallStreet as a Top 40 under 40 Advisor and ranked #5 by Barron’s as a “Top 1,200 Advisor” in Michigan. Keith leads The Rowling Group to provide highly personalized financial advisory services for affluent individuals and families with considerable assets and complex financial needs.
*Asset allocation does not ensure profit or protect against loss in declining markets.
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
*On Wall Street is a national publication serving the retail brokers and financial services industry. In the January, 2016 issue, On Wall Street published "The Top 40 Advisors Under 40" list, compiled using data solicited from the advisors' employers. Individual trailing 12-month production for each advisor was the primary ranking criteria. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
*Source: Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, March 7, 2016. For more information about the selection criteria, go to http://details-he.re/JxcfBM. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
University of Notre Dame
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.