Marguerite Rowland

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Louisville, KY 40222

Credentials

Series 63, Series 65

Industry experience

36 years

About

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.

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

Expertise

Wealth management Active portfolio management Business exit / sale strategy Business succession planning Long-term care insurance

Occupation focus

Executive

Demographic focus

Established Professionals Intergenerational Families

Location

101 Bullitt Ln

Louisville, KY 40222

Most active in

Kentucky · Texas

Work history

Bank Of America, N.a.

2013 - Present (13 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul S

CFA®, Series 63, Series 66

Louisville, KY

Sapphire Fiduciary Advisors, LLC

Active portfolio management Private / alternative investments

Elijah E

CFP®

Louisville, KY

Essa Financial LLC

Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.

Inherited wealth Educators, Teachers, and Academics Young Professionals Gen Y/Millennials (Born 1980-1995)
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Matthew D

Series 66

New Albany, IN

Trimingham Financial

General retirement planning General tax planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Anita L

CFP®, Series 66

Louisville, KY

Inspire Private Wealth Management

General retirement planning Divorce financial planning General tax planning Wealth management
user avatar

Andrew S

CFP®, Series 65

Louisville, KY

Bluegrass Financial Planning, LLC

General retirement planning Wealth management Passive / index investing General tax planning
user avatar

Edward N

ChFC®

Pewee Valley, KY

Clear Trace, LLC

College savings (529s, UTMA, etc.) General tax planning General estate planning guidance Self-Employed Founder/Business Owner LGBTQIA
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