Lasting relationships. For all that matters

Rowan Wealth Management

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Nicholas Rowan

    Nicholas Rowan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • IL
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NM
    • PA
    • SD
    • TX
    • UT
    • WA
    • WI

    Growing up I saw people make financial decisions that had a negative impact
    on their family. Seeing this made me realize that I wanted to understand the
    benefits of making smart financial decisions, in order to help others, which
    led me to become a financial advisor.


    I have been advising investors since 1997 and strive to understand the
    emotions and expectations of my clients allowing them to feel confident in
    the plan we set together. You and your family will receive exemplary care
    today and in the future through personal financial guidance and on-going
    financial education for the next generation.


    As a result of my education, training and experience; I have developed a level
    of expertise in multi-generational financial planning, asset management,
    retirement planning and estate planning. I hold the Series 7 and 65 securities
    licenses as well as licenses for annuity, life and long term care insurance.


    I hold a bachelor’s degree in Finance from the University of Wisconsin-River
    Falls. I grew up in White Bear Lake and now live in Woodbury with my wife,
    Kara, and daughters, Elly and Reese. I enjoy traveling and spending time with
    my family. In addition, I have an appreciation for cars built in the 1930’s, 40’s
    and 50’s and belong to the Minnesota Street Rod Association.

      • University of Wisconsin - River Falls , Finance
        444 Cedar Street
        Suite 2200
        St Paul, MN 55101
      • Jennifer Winge

        Jennifer Winge

        Client Associate

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • FL
        • GA
        • HI
        • IA
        • IL
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NJ
        • NM
        • PA
        • SD
        • TX
        • UT
        • WA
        • WI

        As a Registered Client Service Associate, I am the first point of contact in handling client service requests. I play a key role in providing insight and high quality service to our clients. I am actively involved in the financial planning, retirement planning and investment management services that we provide.

        Prior to joining UBS, I served as a Wealth Management Associate at US Bank/US Bancorp and have experience in providing high quality financial service to clients since 2017. I use my experience and deep knowledge of the firm’s processes to proactively and efficiently provide client solutions.

        I currently hold the Series 7 & 66 Securities licenses, as well as Minnesota and Wisconsin Insurance licenses.

        I take pride in developing personal relationships with clients and am dedicated to overseeing our client’s financial success. My goal is to provide superior client communication, education and service while being committed to delivering a high standard of care to our clients and their families.

        I reside in the Hudson, WI area where I grew up; however, I am an avid MN sports fan. I thoroughly enjoy visiting local shops, restaurants and wineries. I also enjoy spending a lot of time with family, friends and pets.

              444 Cedar Street
              Suite 2200
              St Paul, MN 55101

            The Year Ahead - Sustainable Investing

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

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            As of 06/30/2022

            51 countries

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