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Alison Rowe Email & Phone Number
Director ♦ Financial Advisor ♦ Private Wealth Management ♦ Strategic Investment
at
Robert W. Baird & Co.
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✓ Verified May 2026
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Profile completeness 86%
Current company
Role
Director ♦ Financial Advisor ♦ Private Wealth Management ♦ Strategic Investment
Location
Charlotte, North Carolina, United States
Who is Alison Rowe? Overview
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Quick answer
Alison Rowe is listed as Director ♦ Financial Advisor ♦ Private Wealth Management ♦ Strategic Investment at Robert W. Baird & Co., based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Alison Rowe.
Alison Rowe previously worked as Vice President ♦ Financial Advisor ♦ Wealth Management at Stephens Inc. and Vice President ♦ Financial Advisor ♦ Wealth Management at Legg Mason. Alison Rowe holds Bachelor'S Degree, Spanish Language And Literature And Technical Theater from Catawba College.
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Robert W. Baird & Co.
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Profile bio
About Alison Rowe
For over 25 years, I have been providing confidence and clarity to my client’s financial situations. Through my customized financial planning process, I uncover the best way to take care of my client’s wealth based on who they are, where they have been and where they want to go.I began my career as a Spanish teacher and transitioned to commodity trading in coffee for corporations such as Nestle and General Foods. My unique background and skills in education & global business trading allows me to present clients with a comprehensive overview of the markets as well as the effect of their behavior on their financial outcome.Sharing my financial expertise with my clients has not only increased their wealth but has also had a positive impact on their Retirement Planning, Tax Minimization, Charitable Funding, Investment Strategy, and Debt Structure.As a successful professional, I recognize the tremendous sense of self and satisfaction that comes when you know your work is making a difference. I realize that success is a choice & it is this that motivates us to succeed in every aspect of our life. Contact me for more information about how we can work together to attain your personal and financial goals through my customized wealth planning process. arowe@rwbaird.com, 704-571-7356
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Alison Rowe's current company
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6 roles
Alison Rowe work experience
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Director ♦ Financial Advisor ♦ Private Wealth Management ♦ Strategic Investment
CurrentMost of my clients are kick-ass women and millennials who are passionate about what they do and are successful in life and in their careers. I take the time to truly get to know my client’s values, hopes and concerns, which enables me to create a personalized financial plan & investment strategy for them. As their financial partner and advisor I understand.
Sep 2010 - Present
Vice President ♦ Financial Advisor ♦ Wealth Management
At Stephens, Inc. I established and developed a client base and provided comprehensive wealth management services.
Jan 2006 - Sep 2010
Vice President ♦ Financial Advisor ♦ Wealth Management
My role involved developing a client base and providing personalized comprehensive wealth management services.
Nov 1994 - Jan 2006
Vice President ♦ Financial Advisor ♦ Wealth Management
Prudential Securities
As VP at Prudential Securities I worked on developing and expanding client relationships. I delivered personalized investment solutions to help my clients work toward their financial goals
Sep 1984 - Nov 1994
Commodity Trader
Ef Hutton
As a commodity trader I developed an international client base to trade coffee futures. I worked with institutional clients in Europe and Latin America to create hedging strategies for companies and exporters who produced coffee. EF Hutton is an American stock brokerage firm founded in 1904.
Aug 1982 - Sep 1984
2 education records
Alison Rowe education
Bachelor'S Degree, Spanish Language And Literature And Technical Theater
High School Diploma
Cushing Academy
FAQ
Frequently asked questions about Alison Rowe
Quick answers generated from the profile data available on this page.
What company does Alison Rowe work for?
Alison Rowe works for Robert W. Baird & Co..
What is Alison Rowe's role at Robert W. Baird & Co.?
Alison Rowe is listed as Director ♦ Financial Advisor ♦ Private Wealth Management ♦ Strategic Investment at Robert W. Baird & Co..
Where is Alison Rowe based?
Alison Rowe is based in Charlotte, North Carolina, United States while working with Robert W. Baird & Co..
What companies has Alison Rowe worked for?
Alison Rowe has worked for Robert W. Baird & Co., Stephens Inc., Legg Mason, Prudential Securities, and Ef Hutton.
How can I contact Alison Rowe?
You can use AeroLeads to view verified contact signals for Alison Rowe at Robert W. Baird & Co., including work email, phone, and LinkedIn data when available.
What schools did Alison Rowe attend?
Alison Rowe holds Bachelor'S Degree, Spanish Language And Literature And Technical Theater from Catawba College.
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