Eric Rosel, Cfp®, Cima® personal email
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Eric Rosel, Cfp®, Cima® phone numbers
Eric has a combination of business and financial service experience. He began his career out of college by joining a three generation, family run, oilfield service business, The Rosel Company. While at The Rosel Company, he ran business development and operations for the regional service firm and was instrumental in negotiating and ultimately selling the business in 2006 to Complete Production Services. This background and experience helps Eric develop customized investment strategies and advise high-net worth clients with a perspective in wealth management. In 2012, Eric was named as a “Five Star Wealth Manager, Best in Client Satisfaction”.Eric graduated from the University of Michigan and was a four year letterman on the University of Michigan Football Team. He is an aviation enthusiast, a Cessna 210 owner, and a struggling golfer. He is married with 3 children and resides in Littleton, CO.
Morganrosel Wealth Management, Llc
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Managing MemberMorganrosel Wealth Management, Llc Nov 2017 - Present
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Vice President-Financial AdvisorMorgan Stanley Wealth Management Feb 2009 - Nov 2017Greater Denver AreaMorgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading managers of personal wealth. As your Financial Advisors, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.NMLS# 1282445Morgan Stanley Smith Barney LLC ("MSSB"), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third parties. Statements and messages for US residents only and subject to the following terms; http://www.ms.com/disclaimers/mssbemail.html_______Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor_______For important information about any designations listed and the ranking methodology for any awards listed above, please see; http://www.morganstanleyfa.com/morganrosel/ The designation and/or awards are not indicative of the Financial Advisor's past or future performance. No fee is paid in exchange for any award..______The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advise of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
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Financial AdvisorUbs Asset Management Apr 2007 - Jan 2009
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Vice-PresidentThe Rosel Company Jan 2002 - Feb 2007Family-owned business established in 1959 that specialized in openhole and casedhole logging and perforating. The business was sold to Complete Production Services in 2006.
Eric Rosel, Cfp®, Cima® Skills
Eric Rosel, Cfp®, Cima® Education Details
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University Of MichiganBachelor Of Science (B.S.)
Frequently Asked Questions about Eric Rosel, Cfp®, Cima®
What company does Eric Rosel, Cfp®, Cima® work for?
Eric Rosel, Cfp®, Cima® works for Morganrosel Wealth Management, Llc
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Eric Rosel, Cfp®, Cima®'s current role is MorganRosel Wealth Management.
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What schools did Eric Rosel, Cfp®, Cima® attend?
Eric Rosel, Cfp®, Cima® attended University Of Michigan.
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Eric Rosel, Cfp®, Cima® has skills like Financial Services, Services, Wealth Management.
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