Professional Profile
Adrienne Rowles specializes in advising successful individuals and their families in building, preserving, and transferring wealth. With a time-tested track record, Adrienne has been helping secure individuals and family’s futures for over 30 years through personalized financials strategies that help them thrive. Offering personalized portfolios designed for your specific objectives, trust management, risk management and legacy planning.
Investing and risk management are intertwined by proper creation of a portfolio. By engaging with a professional Advisor, the emotion of managing your own investments becomes less burdensome. There are many ways to achieve the same goal; it starts with listening well, and to glean what your financial goals are, then together we decide what path is best for you.
Biography
Adrienne Rowles specializes in advising successful individuals and their families in building, preserving, and transferring wealth. She works closely with her clients to design and appropriate a portfolio that balances risk, growth, and income to help meet the needs of the client.
With more the 25 years of experience in the financial services industry, Adrienne has previously served as president of Rowles Mortgage Services, Inc. which she founded in Boston in 1987. She began her career as a Financial Advisor with Morgan Stanley Dean Witter in 1998 in West Palm Beach, FL. She cultivated her practice over the subsequent 18 years while in Palm Beach County. In addition, she has also served as an Industry Arbitrator for FINRA (Financial Industry Regulating Authority). As a Wealth Manager with Kinnect Advisors, Adrienne is able to provide more advanced Wealth Management services to her clients using Kinnect’s extensive resources and tools. Adrienne is a graduate of Plymouth State College, NH, where she earned a BA in Psychology. She holds a Series 65, 63, and Series 7 registrations.
An entrepreneur at heart, Adrienne has founded a number of successful non-profit organizations. Currently, she is the Founder and Director of the Shiba Rescue of New England in 2017, voluntarily managing surrendered Shiba Inu dogs and matching them with suitable adopters on most nights and weekends. She lives on a small mountain farm in Warrenton, VA, with her mule, a sheep, peacocks, a rabbit, and her two Shiba Inus. In her spare time, she enjoys international travel.