Ashley Rowland, Ch Fc®, Cpfa™
About Ashley Rowland, Ch Fc®, Cpfa™
I never thought I'd be able to help people to the extent I do. Following my early desire to pursue an accounting career, I earned a Bachelor's degree in Accounting from Molloy College. However, while interning for Merrill, I witnessed the breadth and depth of advice and service being delivered. I decided to become a Merrill financial advisor. Since joining The Russo Rosenstein Group in 2014, I've never looked back. Instead, I've helped successful clients look forward to goals they define as meaningful. In addition to educating clients, I try to lay the groundwork for wise and thoughtful financial decisions. As a "hands-on, ears-open" advisor, I know listening carefully and acting reliably are critical to earning their trust. Each day, I assist high-net-worth and ultra-high-net-worth men and women in more than 20 states – senior-level corporate executives, private business owners, entrepreneurs, partners at law firms, and generations of families. Being actively involved in the planning stage of each client relationship, my goal to make the process an exciting journey for clients that's not intimidating or stressful. I also focus on enhancing our team's ability to help clients benefit from streamlined and timely communications. In addition, I lead client meetings, coordinate with specialists, and coordinate seminars and webinars. WHAT MAKES ME PROUD? • Holding the Certified Plan Fiduciary Advisor (CPFA™) designation, awarded by the National Association of Plan Advisors (NAPA). • Holding the Chartered Financial Consultant® (ChFC®) designation, awarded by the American College of Financial Services. • Participating in local fundraising walks and runs, and mentoring college students who are interested in the financial industry. I've also hosted virtual events with Together We Rise – to assist foster children through the Long Island Women's Exchange. I am a former high school and college lacrosse and volleyball player who is beginning to play golf.