Prescott Rowe
Who I am:
My name is Prescott Rowe and I am a Wealth Management Advisor with Merrill Lynch Wealth Management. I have been in the financial industry for 12 years, of which I have spent 10 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, Retirement Accredited Fiduciary Advisor designation and the CERTIFIED FINANCIAL PLANNER® CFP® certification.
Before my career in the Financial Industry, I spent 5 years working for Renda Broadcasting Corporation. 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
Wealth Management Advisor
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
