R.E. Rose Email & Phone Number

"Let our advance worrying become advance thinking and planning.” ~ Winston ChurchillMy professional career has always been about helping people.The work I have done in the world of financial planning and investing has been the most rewarding when I see a family or business owner achieve their goals or discover their planning has become an important safety net in times of need.I am grateful for the clients I have served and continue to serve today.Early in my career as a financial advisor I learned to be a good listener and to work with my clients to discover their true needs and goals. This philosophy has been very rewarding for me because of the strong relationships I get to develop with my clients.I continue to work to serve my clients by listening, sharing ideas and helping them to develop and execute on a financial plan that best serves their goals.As a Relationship Manager with Capital Investment Companies, I am excited to be taking my experiences in building and leading a successful financial services business into a role where I can help other independent financial professionals in a similar way, leading and growing their own practices.In this role as a Relationship Manager, I also get to bring support from Capital Investment Companies to other financial professionals who can benefit from the broad services available to them.When appropriate I also get to provide professional coaching, training and mentoring to financial advisors who are looking to grow their business, develop sales and marketing programs and best practice management processes.Being asked by other financial advisors to help them build a realistic business plan, support them on executing their plan and being involved in their own success is a role that I am excited to have at Capital Investment Companies.

Listed skills include Leadership, Thought Leadership, Insurance, Retirement Planning, and 15 others.

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  North Carolina State University

  Mathematics