Jandy Rowe

Wealth Director, Client Service Operations and Integrations

Jandy Rowe is a Wealth Director specializing in Client Service Operations and Integrations at Aprio, a prominent business advisory and accounting firm. They previously held the position of Managing Director and Head of Client Service at Wealthspire Advisors from 2023 to 2025 and served as Director of Integration at Creative Planning in 2022. With extensive experience in client services, Jandy was also a Principal and Director of Client Service at Hewins Financial Advisors and Wipfli Financial Advisors between 2001 and 2019. Currently, Jandy is pursuing their education at UMass Boston.

Location

New York, United States

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