Managing Member
Current
Morganrosel Wealth Management, Llc
Nov 2017 - Present
AeroLeads people directory · profile
Eric Rosel, Cfp®, Cima® Email & Phone Number
MorganRosel Wealth Management
at
MorganRosel Wealth Management, LLC
8 phones found
area 303, 734, 405, 316, and 620
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
MorganRosel Wealth Management, LLC
Role
MorganRosel Wealth Management
Location
Denver Metropolitan Area, United States, United States
Who is Eric Rosel, Cfp®, Cima®? Overview
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Quick answer
Eric Rosel, Cfp®, Cima® is listed as MorganRosel Wealth Management at MorganRosel Wealth Management, LLC, based in Denver Metropolitan Area, United States, United States. AeroLeads shows phone signal with area code 303, 734, 405, 316, 620 and a matched LinkedIn profile for Eric Rosel, Cfp®, Cima®.
Eric Rosel, Cfp®, Cima® previously worked as Managing Member at Morganrosel Wealth Management, Llc and Vice President-Financial Advisor at Morgan Stanley Wealth Management. Eric Rosel, Cfp®, Cima® holds Bachelor Of Science (B.S.) from University Of Michigan.
Profile bio
About Eric Rosel, Cfp®, Cima®
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.
Listed skills include Financial Services, Services, and Wealth Management.
Current workplace
Eric Rosel, Cfp®, Cima®'s current company
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Morganrosel Wealth Management, Llc
4 roles
Eric Rosel, Cfp®, Cima® work experience
A career timeline built from the work history available for this profile.
Vice President-Financial Advisor
Morgan Stanley Wealth Management
Morgan 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.
Feb 2009 - Nov 2017
Financial Advisor
Ubs Asset Management
Apr 2007 - Jan 2009
Vice-President
The Rosel Company
Family-owned business established in 1959 that specialized in openhole and casedhole logging and perforating. The business was sold to Complete Production Services in 2006.
Jan 2002 - Feb 2007
1 education record
Eric Rosel, Cfp®, Cima® education
-
University Of Michigan
FAQ
Frequently asked questions about Eric Rosel, Cfp®, Cima®
Quick answers generated from the profile data available on this page.
What company does Eric Rosel, Cfp®, Cima® work for?
Eric Rosel, Cfp®, Cima® works for MorganRosel Wealth Management, LLC.
What is Eric Rosel, Cfp®, Cima®'s role at MorganRosel Wealth Management, LLC?
Eric Rosel, Cfp®, Cima® is listed as MorganRosel Wealth Management at MorganRosel Wealth Management, LLC.
What is Eric Rosel, Cfp®, Cima®'s phone number?
AeroLeads has found 8 phone signal(s) with area code 303, 734, 405, 316, 620 for Eric Rosel, Cfp®, Cima® at MorganRosel Wealth Management, LLC.
Where is Eric Rosel, Cfp®, Cima® based?
Eric Rosel, Cfp®, Cima® is based in Denver Metropolitan Area, United States, United States while working with MorganRosel Wealth Management, LLC.
What companies has Eric Rosel, Cfp®, Cima® worked for?
Eric Rosel, Cfp®, Cima® has worked for Morganrosel Wealth Management, Llc, Morgan Stanley Wealth Management, Ubs Asset Management, and The Rosel Company.
How can I contact Eric Rosel, Cfp®, Cima®?
You can use AeroLeads to view verified contact signals for Eric Rosel, Cfp®, Cima® at MorganRosel Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Eric Rosel, Cfp®, Cima® attend?
Eric Rosel, Cfp®, Cima® holds Bachelor Of Science (B.S.) from University Of Michigan.
What skills is Eric Rosel, Cfp®, Cima® known for?
Eric Rosel, Cfp®, Cima® is listed with skills including Financial Services, Services, and Wealth Management.
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