Keith Rowling
Managing Director, Financial Advisor
Phone:
(561) 650-7586(561) 650-7586
The Rowling Group at Morgan Stanley
Direct:
(561) 650-7586(561) 650-7586
Our Mission Statement
Our mission is to understand you and what matters most to you. To take the time and to listen carefully, then to understand exactly where your wealth stands today, and where you’d like it to be tomorrow.
Our Story and Services
We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
Our clients look to us for advice that includes their investments but goes far beyond to encompass business planning, investment management, lending strategies and other dimensions of their financial lives. That is why we employ a comprehensive financial planning approach that consists of the following steps:
Step 1: Initial Call
An Initial Call in which we’ll discuss what you hope to get from a relationship with us. We'll ask you about your previous experiences with Financial Advisors or on your own. And we’ll discuss what you perceive to be your major objectives and potential obstacles to achieving them.
Step 2: Discovery Meeting
A Discovery Meeting in which we will take inventory of your finances and what you want your wealth to accomplish. We’ll identify your goals, attempt to quantify their cost, and determine whether you have the resources to achieve them within your required timeframe.
Step 3: Plan Presentation
A Plan Presentation Meeting in which We'll present your financial plan and the strategies it suggests for filling any gaps between your goals and resources. Your plan will contain an asset allocation based on the size of those gaps and your risk tolerance.
Step 4: Plan Implementation
Plan Implementation that involves bringing your plan to life. This may entail additional consultation with Morgan Stanley professionals who focus on business planning, lending strategies and other disciplines relevant to your situation. It will also involve the development of a personalized investment strategy.
Step 5: Ongoing Evaluation
Ongoing Evaluation to help us determine whether you are proceeding toward your financial destination as anticipated. We monitor your performance on an ongoing basis and may alter our strategies to accommodate changing circumstances in your life or trends in the financial markets.
Step 6: Next Steps
If this sounds like what you need to help gain confidence in your financial life and you’re ready to explore what that could look like, let’s schedule a time for a 30-minute connection conversation.
Offers for Our Valued Clients
Reserved Living & Giving is a tiered complimentary loyalty program with rewards for Morgan Stanley's clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services. As a Reserved member, you will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics. So, whether you would like to get behind the wheel of your dream car, enjoy the perfect wine pairing, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving.
Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family. To qualify, a client's household must have and maintain $1 million in Eligible Assets and Liabilities or have paid at least $10,000 in annual managed fees/commissions (Compensable Revenue). Annual managed fees/commissions paid is defined as revenue generated in fee-based accounts and commissions generated in non-fee-based accounts and is calculated on a rolling 12-month basis. Not all revenue is included. Morgan Stanley reserves the right to exclude certain items of revenue in its sole discretion.
Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family. To qualify, a client's household must have and maintain $1 million in Eligible Assets and Liabilities or have paid at least $10,000 in annual managed fees/commissions (Compensable Revenue). Annual managed fees/commissions paid is defined as revenue generated in fee-based accounts and commissions generated in non-fee-based accounts and is calculated on a rolling 12-month basis. Not all revenue is included. Morgan Stanley reserves the right to exclude certain items of revenue in its sole discretion.
Reserved Offers
Exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.
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Reserved Insights
Curated insights and articles spanning such topics as Family, Lifestyle, Health & Planning, Travel, and Giving Back
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Signature Access
n addition to all Reserved benefits, clients who qualify for our highest tier, Signature Access, are connected to a vetted network of professionals who can craft custom solutions for your family's exceptional needs such as Art Advisory, Private Health Advisory, Cybersecurity, and bespoke travel services.
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NEXT
Our NEXT program is specially curated to help our community of young clients discover new insights, connect with peers, and take action towards their impact goals. NEXT members will also enjoy Reserved or Signature Access benefits, depending on their eligibility.
Learn MoreWhat We Provide
The Rowling Group at Morgan Stanley combines their years of expertise and knowledge to help serve the needs and deliver solutions to clients of substantial wealth. Our collective experience, combined with the vast resources of one of the world’s greatest global financial institutions, empowers our team to provide you, your business and your family with the sophisticated solutions and attentive service you deserve.
Wealth Management Capabilities
The Rowling Group at Morgan Stanley has exclusive access to vast resources, combined with our unique capabilities, gives us the means to support your goals at every life stage. Our commitment to building, preserving and managing wealth of our clients forms the foundation of everything we do.
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Estate Planning
The Rowling Group looks at all aspects of an individual's estate to understand the potential income tax and estate planning attributes of the vehicles. The goal is for the client and his or her investment professionals to make more informed investment decisions looking at their estate plan holistically.
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Pre-Liquidity Event Planning
iquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents. It is important to consider and implement income tax and wealth transfer strategies prior to a potential liquidity or sale event.
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Executive Compensation: Stock & Stock Options
Executives today are increasingly compensated with stock or stock options. It is critical that an executive understands the risks of investing financial assets and the potential reward of preferential income tax treatment. The following is a general overview of some of the basic rules applicable to stock and stock options.
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Alternative Investments
The Rowling Group is highly skilled and experienced in providing clients with support through alternative investments. Learn how Morgan Stanley's comprehensive strategies, diverse talent and global resources can provide you with the opportunity to achieve your financial goals.
Learn MoreHepling Achieve Your Definition of Success
Below are tools and resources for your convenience that may help in your financial journey.
Planning Your Financial Future
Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what matters to you and your family long term.
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Financial Management Tools
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Learn MoreRetirement Roadmap Tools
The path to your ideal retirement may have some twists and turns, but smart planning can help you reach your destination. Where are you in your retirement journey?
Learn More
Security Center
Learn about how Morgan Stanley protects you through our security measures and how you can protect yourself online.
Learn MoreLocation
777 S. Flagler Drive
West Palm Beach, FL 33401
US
Direct:
(561) 650-7586(561) 650-7586
7600 Broadway
San Antonio, TX 78209
US
Meet The Rowling Group
Colton Creamer
Senior Vice President, Financial Advisor
Phone:
(210) 366-6688(210) 366-6688
Donna Bartelotti
Group Director
Phone:
(561) 650-7587(561) 650-7587
Peter Sandquist
Assistant Vice President, Portfolio Management Associate
Phone:
(561) 650-7588(561) 650-7588
Tess Morano
Client Service Associate
Phone:
(561) 650-7589(561) 650-7589
About Me
As a client of The Rowling Group, you can benefit from both the attention and personalized care of a small boutique and the strength and resources of an industry leading Firm. The Rowling Group at Morgan Stanley focuses on the vitality of our client's wealth with the goal of providing personalized service. We want our clients to have a deep understanding of our wealth management strategy and how we leverage Morgan Stanley’s capabilities. We recognize the uniqueness of our clients’ financial wants and needs in order to design financial strategies.
The Rowling Group has full-access to the vast array of Morgan Stanley resources allowing us to deliver customized strategies for our clients. Our success lies in our collective knowledge of dividend growth equities, global allocation strategies, capital markets equity syndicate, fixed income securities, alternative investments, wealth management and estate planning strategies.
Keith leads The Rowling Group to provide highly personalized financial advisory services for affluent individuals and families with considerable assets and complex financial needs. Keith was named to the following:
2016, 2019-2024 Barron's Top 1,200 Financial Advisors: State-by-State
Source: barrons.com (Awarded Mar 2016, 2019-2024) Data compiled by Barron's for the period Oct 2023-Sept 2024.
2019 Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
2019-2024 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
The Rowling Group has full-access to the vast array of Morgan Stanley resources allowing us to deliver customized strategies for our clients. Our success lies in our collective knowledge of dividend growth equities, global allocation strategies, capital markets equity syndicate, fixed income securities, alternative investments, wealth management and estate planning strategies.
Keith leads The Rowling Group to provide highly personalized financial advisory services for affluent individuals and families with considerable assets and complex financial needs. Keith was named to the following:
2016, 2019-2024 Barron's Top 1,200 Financial Advisors: State-by-State
Source: barrons.com (Awarded Mar 2016, 2019-2024) Data compiled by Barron's for the period Oct 2023-Sept 2024.
2019 Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
2019-2024 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
Securities Agent: PA, CT, WY, WV, VA, UT, TX, RI, NE, NC, AL, VI, SD, MT, ME, IN, MI, KS, IA, VT, NH, MS, MO, KY, HI, DE, OR, ND, MN, FL, CO, WI, OH, NM, AR, OK, NY, MA, IL, DC, CA, AK, WA, TN, SC, NV, MD, AZ, PR, ID, NJ, LA, GA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Me
Colton began his career as a Financial Advisor in the financial services industry in 2012, where he focused on serving high net worth individuals and family offices. After teaming up with Keith Rowling in 2017 and spending the last 8 years at Merrill Lynch Wealth Management, Colton joined Morgan Stanley in 2025.
As part of the Rowling Group, Colton continues to serve the wealthy families who have entrusted the team with providing prudent investment advice. Specifically, he focuses on cash management solutions, dividend-growth stocks, opportunistic capital markets ideas, and select Alternative Investments. Colton’s practice is built on a foundation of respect and appreciation for what his clients have worked hard to achieve. By leveraging the intellectual capital of Morgan Stanley and offering access to the banking & lending capabilities of the firm, he is able to provide unique and relevant strategies to the often complex situations clients face.
Colton was born and raised in Laredo, Texas and attended TMI-Episcopal in San Antonio. He graduated from Washington & Lee University with a Bachelor of Science degree. During his free time, Colton enjoys golfing, scuba diving, and spending time with his wife, Meredith, and their English Labrador, Walter.
As part of the Rowling Group, Colton continues to serve the wealthy families who have entrusted the team with providing prudent investment advice. Specifically, he focuses on cash management solutions, dividend-growth stocks, opportunistic capital markets ideas, and select Alternative Investments. Colton’s practice is built on a foundation of respect and appreciation for what his clients have worked hard to achieve. By leveraging the intellectual capital of Morgan Stanley and offering access to the banking & lending capabilities of the firm, he is able to provide unique and relevant strategies to the often complex situations clients face.
Colton was born and raised in Laredo, Texas and attended TMI-Episcopal in San Antonio. He graduated from Washington & Lee University with a Bachelor of Science degree. During his free time, Colton enjoys golfing, scuba diving, and spending time with his wife, Meredith, and their English Labrador, Walter.
Securities Agent: AL, CO, OH, WV, WI, WA, TX, TN, RI, OK, MA, LA, VA, SD, PR, ND, KY, IL, CT, VT, VI, UT, AZ, MO, MD, KS, FL, AR, NV, AK, SC, NY, MN, ME, IN, CA, PA, NJ, MT, WY, NM, NE, NC, MI, ID, IA, DE, OR, NH, MS, HI, GA, DC; General Securities Representative; Investment Advisor Representative
About Donna Bartelotti
As an experienced financial services professional, Donna is firmly committed to the continued growth and success of The Rowling Group at Morgan Stanley. Donna is responsible for leading all operations of the team, including client service, day to day functions and team member management. Prior to joining Morgan Stanley in 2025, Donna spent he last 9 years at Merrill Lynch Wealth Management as well as 20 years at UBS prior to that. Donna works primarily with high-net-worth individuals, corporate clients and family offices. She focuses on daily trading and execution strategies and is heavily committed to customized personal service and exceptional communication.
About Peter Sandquist
After his career as a commodities trader at the CME, Peter joined The Rowling Group in the Spring of 2020 bringing to the team a full, working knowledge of the capital markets and a lifetime of experience. His focus is to bring our clients the highest level of service and knowledge in helping them to find potential financial solutions in their lives. Peter holds a BA from Brown University, previously served on the Board of Directors at Temple Beth Am in Jupiter Florida, and has been a Special Olympics basketball coach for many years. He enjoys spending time with his 5 grown children and is an avid golfer and sports enthusiast.
About Tess Morano
Prior to joining Morgan Stanley, Tess was with Merrill Lynch Wealth Management since 2022 as a Wealth Management Client Associate after a 10-year career in Consumer Banking. She focuses on providing customized service support to clients and a high level of internal services to the advisor team. Tess enjoys being part of a group that plays a key role as the team helps clients manage their investments to pursue their desired retirement lifestyle.
Contact Keith Rowling
Contact Colton Creamer
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Rowling Group today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
