Alison Rowe
Empowering Female Investors & Millennials to attain Financial Success via Dynamic Wealth Planning & Investment Strategy
- Role
- Director Financial Advisor Private Wealth Management Strategic Investment at Baird
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Alison Rowe
For over 25 years, I have been providing confidence and clarity to my client’s financial…
Experience
Director Financial Advisor Private Wealth Management Strategic Investment
Sep 2010 — Present · Charlotte, NC, US
Most 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 their daily challenges, respect their personal goals, and am committed to empowering them to achieve their vision.Baird is an international wealth management, capital markets, asset management and private equity firm. Thanks to our independent, employee-owned structure, each one of our associates worldwide shares a real stake in your success. We know from experience that the only way to help you reach your goals is to keep your best interests in mind – always.Contact me for more information at a••••@rwbaird.com, 70••••••56.
Education
Catawba College
Bachelor's degree
Cushing Academy
High School Diploma
Skills
- Wealth Management
- Business Development
- Real Estate
- Strategic Financial Planning
- Portfolio Management
- Leadership
- Strategy
- Series 63
- Series 7
- Business Strategy
- Investments
- Retirement Planning
- Strategic Planning
- Mutual Funds
- Management
- New Business Development
- Estate Planning
- Foreign Languages
- Millennials
- Educational Leadership
- Futures Trading
- Debt Restructuring
- International Business
- Charitable Funding
- Tax Minimization
- Tax Management
- Retirement Savings
- Commodity Trading
- Mentoring
- Investment Advisory
- Advisory Boards
- Financial Advisor
- Retirement Income Strategies
- Multi-Generational Wealth Transfer
- Brokerage
- Securities
- Economic Development
- Stocks
- Education
- Capital Markets
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