Chad Rowland

Chad M. Rowland
Vice President Financial Consultant Truist Investment Services, Inc.

1 E Jefferson St

Brooksville, FL 34601-2622

Chad.Rowland@Truist.com

Phone 352-848-1787

Fax 352-799-8119

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About me

Background

With more than 20 years of experience in the financial services industry, Chad Rowland is dedicated to helping individuals and families build well-being in their financial futures. Born and raised in North Georgia, Chad grew up in a family of business owners, giving him an early foundation in practical money management, entrepreneurship, and the value of long-term financial planning.

Chad brings a grounded, practical approach to every client relationship, focusing on comprehensive financial planning, tax‑efficient strategies, estate planning considerations, and the day‑to‑day financial decisions that shape long‑term success. His goal is to make financial planning understandable, approachable, and empowering.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Outside of his work, Chad Rowland finds his greatest joy in spending time with his wife, Lindsey, and their son, Beau. Family is at the heart of everything he does, and he cherishes the moments they spend together—whether at home, traveling, or enjoying the outdoors.

Chad is an avid outdoorsman who loves fishing, camping, spending time in the woods, and he never passes up a chance to tee off on the golf course. He also enjoys following SEC football and the excitement that comes with every season. These passions keep Chad grounded, recharged, and connected to the things that matter most in life: family, faith, the outdoors, and great football.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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