David Rowland, Financial Advisor

FINANCIAL ADVISOR
David G Rowland

CFP®, ChFC®, AAMS™, CRPC™
390 Mallory Station Rd, Suite 105, Franklin, TN 37067opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Divorce Finances
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies

About David

Growing up, I learned the value of work and having goals. I was a young entrepreneur, starting with a lawn mowing business in the neighborhood, then transitioning to operating a large paper route. I experienced the rewards of working and reaching financial goals, and also learned how to persevere through difficult times.

What about you? What is your story? What are the things you hope to achieve or to maintain in the future? People often never get around to looking at this long-range, big picture because it's not easy to put all the moving parts together. Sometimes, it's hard to know...

Work History

  • Edward JonesDecember 1998 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Tulane UniversityMBA (Masters of Bus Admin)
  • Tennessee State UniversityBachelors

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Genealogy
  • Health & Nutrition
  • Real Estate

Team Members

  • Amy Huffman
    Sr. Branch Office Administrator
    FPQP®
  • Cathy Brown
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

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