Mark A. Rowley, CRCP

Mark A. Rowley, CRCP

Director, Financial Planning, Edelman Financial Engines

I'm a financial planning professional with a passion for helping people move their financial lives forward. My specialties include developing comprehensive financial planning and retirement strategies that enable clients to build, grow, protect and preserve their wealth. There are so many rewarding aspects to my role at Edelman Financial Engines -- the biggest is getting the opportunity to build long-standing relationships with individuals, couples and families who place their trust in me as the guide to their financial goals and dreams.

Outside of family and work, I like to give back by helping women and underrepresented groups find their path in the financial services industry. I also believe strongly in the power of mentoring, and enjoy sharing my knowledge with the next generation of young professionals!

Formal Education: Bachelor of Science in Finance, Johnson C. Smith University

Business Background: Mark Rowley has been in the investment industry for 21 years, and since 2019, has been with Edelman Financial Engines.

Employment History:

  • 2019–Present: Financial Planner for Edelman Financial Engines.
  • 2015 ̶ 2018: Financial Consultant at Fidelity Investments.
  • 2014 ̶ 2015: Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.
  • 2004 ̶ 2013: Retirement Planner at Fidelity Investments.
  • 2001-2004 Bank of America Investments.

All Sessions by Mark A. Rowley, CRCP

Thursday June 16, 2022
3:00 pm - 4:30 pm

Wells Fargo National Junior Investment Competition Junior Investment Chapter Grantees Only

Diplomat 5