Marguerite Rowland
Advisor at Merrill
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.
Advisor at Merrill
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
Louisville, KY 40222
Credentials
Series 63, Series 65
Industry experience
36 years
Marguerite Rowland is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. She has worked with both institutional and individual clients, providing expertise in portfolio creation, investing advice, financial goal setting, and underwriting municipal bonds. Her focus areas include corporate services for executives, management of equity and fixed-income portfolios, investment research, insurance, estate planning, family trust services, and long-term care.
Marguerite earned a Bachelor's degree from Centre College. She holds several professional designations, including Certified 401(k) Professional (CkP), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).
She resides in Louisville, Kentucky, with her husband and their dog. Marguerite and her husband have three children and one grandchild. She dedicates time to supporting several charities, including the Alzheimer's Association, Association of the Louisville Orchestra, Buckhorn Children's Foundation, and the Susan G. Komen Race for the Cure. Her personal interests include reading, hiking, boating, traveling, and needlepoint.
Based on Merrill
101 Bullitt Ln
Louisville, KY 40222
Kentucky · Texas
Bank Of America, N.a.
2013 - Present (13 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)
2012 - Present (14 years)
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