Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Who I am:
My name is Prescott Rowe and I am a Financial Advisor with Merrill Lynch Wealth Management. I have been in the financial industry for 9 years, of which I have spent 7 years with Merrill. I have had various roles within the financial industry, each focusing on customer service, retirement planning, and investment planning. I currently hold Series 7 and Series 66 FINRA registrations, 215 insurance license and the CERTIFIED FINANCIAL PLANNER™(CFP®) certification.
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. Cost is also a consideration when making recommendations.
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 regularly review 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®
Merrill Lynch Wealth Management
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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.