Rose joined Equitable Advisors in 2018 as a Financial Consultant after a tenured career as a client engagement specialist in the financial services industry. Having worked with families and businesses for over 40 years, she understands how critical it is to protect your loved ones and what is most important to you. Her goal is to provide education and financial strategies that help you live life to the fullest today and into retirement.
Working with individuals, families, educators and companies to assist them in planning for the future is one of her greatest passions. Rose’s licenses include Series 6, 7, 63 & 66. She also holds life and health insurance licenses not only in New York State but several additional states as well. She is a Notary Public in Erie County.
A longtime supporter of St. Jude’s Hospital, Rose also dedicates time to assist a wonderful charity called Pete’s Pillows and is an educator for Alzheimer’s Association.
Rose grew up in North Buffalo and currently resides in Orchard Park, NY. Although Rose loves yoga, golf, cooking and reading, her most favorite pastimes include traveling with her husband Bob and spending time with their 4 daughters and 11 grandchildren.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.