Patrick Rowland, Branch Manager, MBA, CFP®, AAMS®, has been with Wells Fargo Advisors from 2005 - 2024 and Wells Fargo Advisors Financial Network 2024 to present. Patrick utilizes his education and experience to find creative solutions for improving the financial outlook for clients. Patrick has been named a Platinum Council Manager* (2017) and a Platinum Council advisor** (2015- 2017, 2019-2024). He obtained his MBA from Missouri State University and has enjoyed working in the financial service industry ever since, especially developing relationships and helping clients meet their goals.

Patrick and his wife, Megan, have four children and live in Stover. They are active in the community through involvement with various organizations, and their kids keep them busy with sports and other clubs. Patrick enjoys spending time with family and friends, fishing, and golfing.

*The 2017 Platinum Council Manager  (previously Premier Manager) is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.

**The Platinum Council distriction is helf by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism.  Additional consdieration may have included best practices and team structure.

CA Insurance Producer License Number 4064592.  Resident State MO.

Jacob Sullivan, Financial Advisor, CFP®, joined Wells Fargo Advisors in 2011 and has been in the financial services industry since 2008.  Jacob enjoys meeting new people, hearing their stories, and figuring out how he can help them meet their financial goals.  Jacob was recognized in 2018, 2019, 2022, 2023, and 2024 as Top Next-Gen Wealth Advisor by Forbes***.  He obtained a degree from Nicholls State University in Louisiana where he also played baseball.  He currently serves on the CADV (citizens Against Domestic Violence) board and stays active coaching youth baseball, football, and basketball.

 

Jacob and his wife, Beth, have three children and live in Lake Ozark.  He is originally from Iowa and made frequent trips to the area with his family when he was growing up.  His love of the lake convinced him to relocate in 2008.  Jacob enjoys all the lake area has to offer, whether it is golfing, boating, or spending time with family and friends.

 

***2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024: Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 03/21/24 (Source: Forbes.com).   2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023.  Data compiled by SHOOK Research, LLC based on the time period from 3/31/22 – 3/31/23 (source: Forbes.com).  2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022.  Data compiled by SHOOK Research, LLC based on the time period from 3/31/21 – 3/31/22 (source: Forbes.com).  2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019.  Data compiled by SHOOK Research, LLC based on the time period from 3/31/18 – 3/31/19 (source: Forbes.com).  2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018.  Data compiled by SHOOK Research, LLC based on the time period from 3/31/17 – 3/31/18 (source: Forbes.com).  The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating.  The rating is not related to the quality of the investment advice and based solely on the disclosed criteria.