Morgan Stanley
46yrs
Top advisor by experience in West Palm Beach
22yrs
Keith Rowling is a fiduciary financial advisor in West Palm Beach, Florida, with 22 years in the industry. Keith joined Morgan Stanley in 2025, after eight years at Merrill and three years at UBS Financial Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 476 advisors with offices in West Palm Beach, and one of 439 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 65% of advisors nationwide
Office777 South Flagler Drive Suite 700e, West Palm Beach, FL 33401
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowMorgan StanleyCurrent firm
- 2017 – 2025MerrillPreviously
- 2010 – 2017Morgan StanleyPreviously
- 2005 – 2008UBS Financial Services Inc.Previously
Contact Keith
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Keith. 777 South Flagler Drive Suite 700eWest Palm Beach, FL 33401Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Keith
Tailored to Keith’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Keith
How do I contact Keith?
Call Morgan Stanley at (914) 225-5510 and ask for Keith Rowling. Keith works from the West Palm Beach, FL office.
How long has Keith been a financial advisor?
Keith has been in the industry since 2005, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Keith hold?
Series 66. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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