Sheryl Rowling

Editorial Director, Financial Advice at Morningstar

Role: Editorial Director, Financial Advice at Morningstar
Location: San Diego, CA, US
LinkedIn followers: 500 followers

About Sheryl Rowling

Writer, speaker, consultant, CPA/Personal Financial Specialist with decades of experience in taxation, financial planning, investment management and wealth advisory services, in addition to practice management. Founder of Rowling & Associates and Founder of Total Rebalance Expert TRX Author of CCH publication \"Tax & Wealth Strategies for Family Businesses\" Specialties: Investment management, financial planning, taxation, charitable giving, estate planning, retirement planning, tax-efficient portfolio management, practice management, training, and speaking.

Experience

Editorial Director, Financial Advice
Morningstar
Oct 2021 — Present

Education

San Diego State University
BA
San Diego State University
MBA

Skills

Asset Allocation
Charitable Giving
Asset Management
Tax
Wealth Management
Retirement Planning
Investment Strategies
Wealth
Portfolio Management
High Net Worth Individuals
Investment Advisory
Personal Finance
Financial Advisory
Financial Planning
Investments

Contact information

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Work email
s••••••••@morningstar.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••42

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Current company

Morningstar

Financial Services · 12K employees · Chicago, Illinois, United States

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.

morningstar.com

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