Zachary Rowell
About Zachary Rowell
Zachary Rowell serves as the Regional Vice President at Transamerica, focusing on retirement income strategies and wealth transfer in the annuity division. He has over a decade of experience in financial services, previously holding roles at Lincoln Financial Distributors.
Work at Transamerica
Zachary Rowell has been serving as the Regional Vice President at Transamerica since 2022. In this role, he focuses on assisting advisors in implementing strategies related to retirement income, capital protection, and legacy wealth transfer within the annuity division. His responsibilities include fostering relationships with financial professionals and providing guidance tailored to the needs of clients in the Eastern Wisconsin and Northern Illinois regions.
Previous Experience at Lincoln Financial Distributors
Prior to his current position, Rowell worked at Lincoln Financial Distributors for eight years, from 2014 to 2022. He held the role of Regional Marketing Director, where he was responsible for marketing strategies and initiatives in Wisconsin and Iowa. Before that, he served as an Account Manager in the Financial Institutions Group from 2012 to 2014, and he participated in the Leadership Preparation Program from 2010 to 2012, gaining valuable experience across various locations including Greensboro/Winston-Salem, NC, and Radnor, PA.
Education and Expertise
Zachary Rowell earned his Bachelor of Business Administration (B.B.A.) degree in International Business from the University of North Carolina at Chapel Hill, completing his studies from 2006 to 2010. His educational background provides a strong foundation for his expertise in financial services, particularly in annuities and retirement planning.
Regional Focus and Client Partnership
In his current role, Rowell serves as a trusted partner to financial professionals in the Wisconsin and Illinois markets. He emphasizes the importance of building strong relationships with advisors to effectively address the financial needs of clients. His focus on retirement income strategies and legacy wealth transfer positions him as a key resource in the annuity sector.