Cindy Rowland
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Cincinnati, OH 45236
Credentials
Series 63, Series 66
Industry experience
32 years
About
Cindy Rowland is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has over 30 years of experience in the financial services industry, having represented mutual fund companies such as Nuveen, Van Kampen, State Farm VP Management Corp, and Delaware Investments to financial advisors nationally. Since joining Merrill Lynch in 2012, Cindy has focused on understanding the priorities of high-net-worth individuals, families, and entrepreneurs, providing personalized attention and customized financial strategies.
Cindy holds a Bachelor's Degree from Xavier University and an Associate's Degree from Miami International University of Art & Design. She is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). She values a comprehensive approach to wealth management, considering all forms of wealth capital including spiritual, intellectual, relational, financial, and human resources to help clients achieve their goals. Cindy works closely with her team to simplify clients' financial lives and foster confidence in their financial journeys.
In addition to her professional work, Cindy serves on the Board of Trustees for The Addiction Services Council of Cincinnati and is involved with the Purposeful Planning Institute and Vineyard Northwest. She is an active member of Crossroads Community Church and enjoys lifelong learning, culinary arts, design, discovering fine coffees, supporting young entrepreneurs, and spending time with her family and friends.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Location
5905 E Galbraith Rd
Cincinnati, OH 45236
Most active in
Cindy R has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Work history
Bank Of America, N.a.
2012 - Present (14 years)
Merrill
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Bruce R
PFS™, Series 63, Series 65
Cincinnati, OH
Russo Investment Management
Justin W
Series 65
Cincinnati, OH
J1 Capital LLC
Robert M
CFA®, Series 63, Series 65
Cincinnati, OH
Virgil Wealth Advisory
Mark S
ChFC®, Series 63
Cincinnati, OH
Schmerge Executive Planning Services, Inc.
Jing C
Series 65
Mason, OH
UIS Investment Management LLC
John S
CFA®, Series 63
Cincinnati, OH
Ten Talents Asset Management
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