Rose has been a financial advisor for more than 25 years. With clients not only in Broome County but also across the country, Rose takes the time to get to know her clients on a personal level to fully understand what their financial and life goals are.
Rose was previously with Edward Jones Investments as a veteran financial advisor. With Edward Jones, Rose served on the leadership team and also the mentorship program, where she trained new advisors. She also earned the prestigious achievement of becoming a limited partner of the company.
Rose's philosophy as an advisor is to get to know the client's life situation and financial goals in order to implement a long-term financial plan and relationship. Her objective is to be a financial partner to clients and serve as a professional resource to help solve any financial situation that may arise in their life. Financial planning and investing are not only strategic but emotional, and Rose’s compassion and understanding of that are what she believes set her apart.