Rosemary Wright

Rosemary Wright Email and Phone Number

Senior Wealth Planner @ Whitwell & Co., LLC
United States
Rosemary Wright's Location
United States, United States
About Rosemary Wright

Wealth Planning Advisor to Difference Makers-Entrepreneurs & Business Owners, Senior Executives, near-retirees, and women single through any life circumstance or looking to be more involved in family financesAvailable for virtual consultation anywhere as well as in-person if in North Texas. About me:- Certified Financial Planner™ - CFP® for over 20 years- Treasurer for the Lantana Ladies League, a 501(c)(3) organization in Denton County, TXEmail: rosemary@whitwelladvisors.comwww.whitwelladvisors.com940-202-9850

Rosemary Wright's Current Company Details
Whitwell & Co., LLC

Whitwell & Co., Llc

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Senior Wealth Planner
United States
Rosemary Wright Work Experience Details
  • Whitwell & Co., Llc
    Senior Wealth Planner
    Whitwell & Co., Llc
    United States
  • Whitwell & Co., Llc
    Senior Wealth Planner
    Whitwell & Co., Llc May 2019 - Present
    Whitwell & Co. is a boutique investment management and financial planning firm. We serve Difference Makers at the intersection of health, wealth and purpose. We help you keep more of your money using proactive tax planning, we help you protect it and grow it and since time is our most precious commodity, we actively find ways to create more free-time for you to play, pursue personal interests and live a life you love.Successor business to National Wealth Partners, LLC.Whitwell & Co., LLC offers investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. Whitwell & Co., LLC home office is located in Austin, Texas. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://belpointeasset.com/disclosure/. Please contact your investment advisor representative if there are any changes in your financial situation or investment objectives. Past performance is no guarantee of future returns.
  • Cpaplus Network
    Member
    Cpaplus Network Jan 2021 - Present
  • Wells Fargo Private Bank
    Sr Wealth Planning Strategist
    Wells Fargo Private Bank 2005 - May 2018
  • Wachovia Corp
    Financial Planner
    Wachovia Corp Mar 2000 - Nov 2005

Rosemary Wright Education Details

Frequently Asked Questions about Rosemary Wright

What company does Rosemary Wright work for?

Rosemary Wright works for Whitwell & Co., Llc

What is Rosemary Wright's role at the current company?

Rosemary Wright's current role is Senior Wealth Planner.

What schools did Rosemary Wright attend?

Rosemary Wright attended Virginia Commonwealth University.

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