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Patrick Rowland & Jacob Sullivan named as two of Forbes’ Best-In-State Wealth Advisors in 2022

LAKE OZARK, MO – May 1, 2022 – Patrick Rowland, Branch Manager, Managing Director – Investments, and Jacob Sullivan, Managing Director - Investments , Rowland & Sullivan Wealth Management Group of Wells Fargo Advisors in Laurie and Lake Ozark, Missouri have been recognized on the Best-In-State Wealth Advisors list by Forbes.

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This accolade represents a list of professionals that come to work with one goal on their minds – helping their clients succeed.

“It’s an honor to be recognized by Forbes as one of the Best-In-State Wealth Advisors,” said Rowland.  Sullivan added “As investment planning has become more complex, my top priority is to work with my clients to develop strategies to help give them confidence around all facets of their financial lives and achieve their short- and long-term investment goals.”

Rowland has more than 17 years of experience in the financial services industry. He is a MBA graduate of Missouri State and earned his CERTIFIED FINANCIAL PLANNER™ (CFP) certification from the Certified Financial Planner Board of Standards (CFP Board).

Sullivan has more than 15 years of experience in the financial services industry. He is a graduate of Nicholls State University in Louisiana and has also earned the CERTIFIED FINANCIAL PLANNER™ (CFP) certification from the Certified Financial Planner Board of Standards (CFP Board).

The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

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