Michael Pellman Rowland is Your Go-to Expert for LGBT Financial Planning
The DOMA and Prop 8 Supreme Court cases have brought much needed attention to financial planning for LGBT couples. This piece highlights Michael Pellman Rowland as an expert in this field.
New York City, NY, August 1, 2013 (Newswire.com) - Much attention has been brought to the LGBT community in light of the recent supreme court cases surrounding DOMA and Prop 8. Gay marriage has been front and center across all major media outlets for the past few months. While there is much to be celebrated by the outcomes of DOMA and Prop 8, in many ways things have never been more confusing for gay couples considering marriage.
To help make sense of the confusion, advisors like Michael Pellman Rowland CFP®, ADPA® are helping many couples understand this perplexing legal landscape. Michael began advising LGBT client in 2005, a few years after he began working at Morgan Stanley Wealth Management. He has accumulated an impressive client list along the way, most of which reside in New York City and the Hamptons, however he has clients in many parts of the world. A good portion of his time is spent helping clients understand the distinction between state and federal benefits, transfer of property, joint tax returns, managing their investments, and estate planning.
"I was lucky enough to be at the Governor's Mansion when the DOMA and Prop 8 decisions were announced. Surrounded by a large group of LGBT constituents and it's supporters, we celebrated this landmark decision. However, I couldn't help think about the complexities that remain for loving couples that want to get married. In some ways, things are more complex now than ever before."
Michael has spent his entire 11 year career at Morgan Stanley, with offices on Park Avenue and in the Hamptons. He works on a team of three senior advisors called The Vector Group, a highly acclaimed team at Morgan Stanley Wealth Management.
To learn more, visit:
http://www.morganstanleyfa.com/thevectorgroup/lgbt.htm or Connect with him on LinkedIn.
Michael Pellman Rowland's clientele include individuals, family trusts, and both not for profit and for profit institutions. Michael often works closely with his clients' accountant and estate planner to help provide a comprehensive level of advice & guidance. He also serves on the board of Housing Works Inc.
https://www.linkedin.com/in/wealthmanagementadvisor
Source: Wealth Management and Financial Planning News
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