user avatar

Ashley L Rowell

Advisor at Steward Partners Investment Advisory, LLC — Point Pleasant, WV

Updated today

Credentials

Series 66

Experience

14 years

Location

Point Pleasant, WV

Steward Partners Investment Advisory, LLC logo

Steward Partners Investment Advisory, LLC

Enterprise

Total advisors

475

Across 166 offices

Clients per advisor

88 High

Avg AUM per client

$831,870 High

HNW client ratio

56% Very High

About

Ashley Rowell is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked with firms including Cetera and Securian Financial Services. Outside of her advisory role, she is involved in managing residential real estate rental properties in Point Pleasant, WV, and Gallipolis, OH. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, and nonprofits, offering a variety of portfolio management and financial planning services through both proprietary and third-party solutions.

Client services

Based on Steward Partners Investment Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Financial consulting

Expertise

Based on Steward Partners Investment Advisory, LLC

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy

Occupation focus

Based on Steward Partners Investment Advisory, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on Steward Partners Investment Advisory, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Negotiable flat fees for financial planning and consulting services depending on complexity.

Percentage

$0+: Up to 2.50% annually (negotiable, varies by Account and IAR) $5,000+: Steward Partners Unified Managed Account Program minimum account size $10,000+: BNY Advisors WealthStart & American Funds, Steward Partners Strategy Solutions $25,000+: Steward Partners Discretionary Portfolios, Guided Portfolios, Separate Account Solutions $50,000+: BNY Advisors Asset Allocation and AdvisorFlex Portfolios

Commissions

Commissions earned by associates who are registered representatives; insurance commissions also applicable.

Project-based

Hourly rates vary depending on time required; used for financial planning/consulting services.

Other

Account minimum: $25,000 Minimum fee: Minimum Quarterly Program Fee prior to May 2011 was $250, can be waived at discretion Fee-only: Financial planning and consulting fees are negotiable; can be hourly, fixed fee, or percentage of assets.

Location

See office

Point Pleasant, WV

Point Pleasant WV

Advisors at this office

1

Most active in

West Virginia

Work history

14 years of industry experience

Steward Partners Global Advisory, LLC

2024 - Present • 2 years

Point Pleasant, WV

Steward Partners Investment Advisory, LLC

2024 - Present • 2 years

Point Pleasant, WV

Steward Partners Investment Solutions, LLC

2024 - Present • 2 years

Point Pleasant, WV

Cetera

2023 - 2024 • 1 year

Schaumburg, IL

Cetera Advisor Networks LLC

2023 - 2024 • 1 year

Metairie, LA

Securian Financial Services, Inc.

2012 - 2023 • 11 years

St. Paul, MN

Securian Financial Services Inc.

2011 - 2023 • 12 years

St. Paul, MN

Compass Capital

2008 - 2024 • 16 years

Metairie, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Richard M

Series 66

Gallipolis, OH

Creative Financial Designs, Inc.

Richard Mcdaniel is a financial advisor at Creative Financial Designs, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Creative Financial Designs since 2013. In addition to his advisory role, Mcdaniel owns and operates Rick McDaniel Income Tax Service, which he has managed since 1980. Creative Financial Designs serves a diverse client base, including individuals, charitable organizations, corporate clients, and retirement plans, offering investment management and financial planning through both model portfolios and adviser-directed strategies. The firm employs a research-driven, asset-class allocation approach and provides a range of investment options, including Biblical Responsible Investing strategies.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
user avatar

Mark S

Series 63, Series 66

Gallipolis, OH

Robert Baird & Co.

Mark Smith is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio. He holds Series 63 and Series 66 licenses and has 44 years of industry experience. Prior to joining Robert Baird & Co. in 2019, he worked at Hilliard Lyons starting in 2005. Robert Baird & Co.’s DDK Group, where Mark Smith is a team member, advises individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner

Jennifer R

Series 66

Gallipolis, OH

Edward Jones

Jennifer Rose is a financial advisor with Edward Jones in Gallipolis, Ohio, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Big Wheel Carryout and Farmers Bank and Savings Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor network, extensive branch footprint, and affiliated services beyond traditional advisory capabilities.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
user avatar

Nicholas S

Series 66

Gallipolis, OH

Robert Baird & Co.

Nicholas Smith is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio, holding a Series 66 designation and six years of industry experience. He has been with Robert Baird & Co. and J.J.B. Hilliard W.L. Lyons, LLC since 2019 and previously worked at Mountwest Community & Technical College for ten years. Outside of his advisory role, he is a co-founder of Vivid Anatomy, Inc., a company that produces smoked hot pepper powders, and serves as a board member of the Gallia County Port Authority. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services combining in-house and third-party managers across a range of traditional and non-traditional strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Anthony S

Series 63, Series 66

Gallipolis, OH

Raymond James Financial

Anthony Sola is a financial advisor with Raymond James Financial Services Advisors Inc. in Gallipolis, Ohio. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. In addition to his advisory role at Raymond James, he is also employed by Peoples Bank, where he is involved in securities sales and financial advising. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Brandy R

Series 63

Gallipolis, OH

Robert Baird & Co.

Brandy Richards is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over 16 years at Hilliard Lyons. Richards holds the Series 63 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and multiple investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")