Rob Rosa Email & Phone Number

Rob began his career as a Financial Advisor in 1989, and now serves as Senior Vice President /Investments with the Ernst, Rosa Wealth Management Group, handling high net worth clients and businesses and making recommendations in line with clients’ established financial goals.After graduating from St. Leo University with a B.A. in Business Administration, Rob joined PaineWebber/UBS in 1989-2001.Rob then joined Merrill Lynch in 2001-2009, before moving his business to Wells Fargo Advisors in 2009-2019, and ultimately Janney in 2019.Rob has been affiliated with organizations such as the Association for Investment Management & Research, Financial Analyst Society of South Florida, National Association of Business Economics, and the American Association of Individual Investors.Rob and his wife, Laura, have two children. He is fluent in English and Spanish. Rob is a 2014 Barron’s Top Advisor Diversity, which is an elite-tier advisor within the leading wealth management firms in the industry.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Listed skills include Asset Allocation, Estate Investment Planning, Financial Services, Investment Planning, and 12 others.

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  Saint Leo University

  Business Administration