Wes Rowlands Email & Phone Number

After working on Wall Street serving large institutional clients, I set out to pursue my childhood dream career of managing investments and advising families on building their wealth. After being raised by a single mom, really learning how essential money is to a family, I decided that Wall Street, despite its glamorous lifestyle and appeal, it wasn’t the path for me. Working for big banks has its benefits… but I was only 95% happy. It was only possible to fulfill that last 5% by pursuing the dream I had as a kid – teaching and coaching people on investing. It was a bit of a risk leaving New York (sometimes you have to sacrifice the good for the great), and some friends and family thought I was crazy, but I took the leap and trusted everything would work out. Long story short, fast forward 12 years, and I am grateful to say my partners and I now manage roughly $450M. We focus on investing for medium sized business owners (401k plans, profit-sharing plans, etc.) and executives. I love teaching and I am blessed to be able to do that every day! I am is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section aboveThe financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Listed skills include Investments, Financial Analysis, Financial Modeling, Finance, and 45 others.