Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Who I am:
My name is Prescott Rowe and I am a Financial Advisor with Merrill Lynch. I have been in the financial industry for 7 years, of which I have spent 5 years with Merrill Lynch. I have had various roles within the financial industry, each focusing on customer service, retirement planning, and investment planning. I currently hold a Series 7, Series 66 FINRA registrations, 215 insurance license and the certification of CERTIFIED FINANCIAL PLANNER™(CFP®) professional.
Before my career in the Financial Industry, I spent 5 years working for Renda Broadcasting Corportion. I have my degree in Communications and electronic media through the University of North Florida. Outside of work, I enjoy spending time with my wife, son, daughter and our dog. I also enjoy playing golf and watching/playing sports with my friends.
What do I do:
I help my clients fit complex wealth management planning solutions and concepts to their risk tolerance, time horizon, liquidity needs and overall investment goals.
Why I do what I do:
I grew up learning from my grandparents about how to manage your finances and the financial industry. This inspired me to take finance courses while attending the University of North Florida. That was my inspiration to start in the finance industry and also make wealth management planning a passion of mine.
How I do what I do:
My four step planning process: The first step is getting to know you. We focus on your individualized goals and needs. Secondly, we will work together to create a plan to help meet those goals. The third step of the process is to discuss and implement strategies to improve your plan. And lastly, we will work together to monitor your plan.
What makes me different:
I understand that every client is very different, and needs a customized solution, and individualized wealth management plan. I will bring a commitment to each of my clients to help ensure I understand who they are as investors and position solutions that help meet their needs.
Prescott Rowe, CFP®
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of North Florida
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.