For more than 15 years, Rose has worked diligently to personalize investment strategies for high-net-worth clients and businesses, building the team’s reputation as trusted financial advisors by providing extraordinary service and having an understanding of their clients’ true needs and goals. Her commitment to excellence has allowed her to establish long-term relationships with their clients as she guides them through the different stages of life. A designated Wealth Management Specialist, Rose holds her Series 6, 7 and 63 securities licenses as well as her life and health insurance license.
Rose began her financial career in the New York City real estate industry in 1994 before joining the insurance industry in 1997. By 1999 she had permanently entered the financial services industry and, in 2003, accepted a position with Scott Abraham. The pair created a wealth management group that offers personalized investment strategies with an emphasis on risk management, trust/confidentiality and, most of all, extraordinary service. In February 2006, the team joined Raymond James & Associates.
Today, Rose and Scott, together with the Personalized Investment Strategies team, work to effectively manage their clients’ portfolios and investment strategies. The diversified strategies they create can include stocks, bonds, ETFs, mutual funds, CDs, options, initial public offerings, market-linked notes, closed-end funds, unit trusts, REITS, annuities and more.
Rose also specializes in executive services, such as Rule 144 for restricted and/or controlled stock sales, estate and trust management, investment and asset consolidation, retirement planning (401k, 403B, IRA, Roth IRA, SEP IRA, profit sharing, pension, etc.), international/offshore investment management, college 529 savings/planning, life insurance, disability insurance and long-term care insurance. Additionally, Rose collaborates with many top executives, attorneys, accountants, third party administrators (TPAs) and other professionals to help ensure clients’ financial objectives are achieved.
Rose lives in the North Shore of Long Island with her husband and their two kids.