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Merrill Lynch  

1825 Elizabeth place - Jacksonville, FL 32205
https://www.ml.com/MLWM/System/ViewFAPage.aspx?pageurl=prescott.rowe&locator=2C8C74AC-04AB-4D14-95D4-50E05906016C

Prescott Rowe - 904-273-3849  

Financial Advisor, Certified Financial Planner

Services
401-k Rollover Assistance
Business 401K & SEP Plans
Education Planning & 529 Plans
Employee Benefit Plans Consulting Services
Financial Advisors - Asset Management
and more...

Licenses
7, 66, and CFP

Insurance
215 Florida state Life, Health and Variable annuity

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Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: I would advise a customer that too many people rely on Social Security as their retirement but do not put in place a retirement plan. Planning is the main key to a successful retirement. Failure to plan is planning to fail. I specialize in retirement planning and I am happy to speak with anyone who needs a plan or wants a second opinion on their existing plan.

How We Charge For Our Services
401-k Rollover Assistance
- 1.00 to 1.50 percent of assets under management
Free consultation to determine if a business relationship would be beneficial for both parties.

Business 401K & SEP Plans
- 1.00 to 1.50 percent of investments purchased
Free consultation to determine if a business relationship would be beneficial for both parties.

Education Planning & 529 Plans
- 1.00 to 1.50 percent of assets under management
Free consultation to determine if a business relationship would be beneficial for both parties.

Financial Advisors - Asset Management
- 1.00 to 1.50 percent of assets under management
Free consultation to determine if a business relationship would be beneficial for both parties.

Financial Planning & Investment Advice
- 1.00 to 1.50 percent of assets under management
Free consultation to determine if a business relationship would be beneficial for both parties.

Insurance Consultants & Advisors
- $11.00 to $12.00 per hour
Free consultation to determine if a business relationship would be beneficial for both parties.

Retirement Planning & IRAs
- 1.00 to 1.50 percent of assets under management
Free consultation to determine if a business relationship would be beneficial for both parties.

* All information in this profile, including licensing, has been provided by Merrill Lynch. This information is not verified by ProMatcher.

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