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Rosemary Wright Email & Phone Number
Senior Wealth Planner
at
Whitwell & Co., LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Wealth Planner
Location
United States, United States, United States
Who is Rosemary Wright? Overview
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Quick answer
Rosemary Wright is listed as Senior Wealth Planner at Whitwell & Co., LLC, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Rosemary Wright.
Rosemary Wright previously worked as Member at Cpaplus Network and SR Wealth Planning Strategist at Wells Fargo Private Bank. Rosemary Wright holds Bachelor Of Science - Bs, Marketing from Virginia Commonwealth University.
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Whitwell & Co., LLC
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Profile bio
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
Current workplace
Rosemary Wright's current company
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5 roles · 21 years
Rosemary Wright work experience
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Senior Wealth Planner
CurrentWhitwell & 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.
May 2019 - Present
Member
Current
Cpaplus Network
Jan 2021 - Present
Sr Wealth Planning Strategist
2005 - May 2018
Financial Planner
Mar 2000 - Nov 2005
1 education record
Rosemary Wright education
FAQ
Frequently asked questions about Rosemary Wright
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What company does Rosemary Wright work for?
Rosemary Wright works for Whitwell & Co., LLC.
What is Rosemary Wright's role at Whitwell & Co., LLC?
Rosemary Wright is listed as Senior Wealth Planner at Whitwell & Co., LLC.
Where is Rosemary Wright based?
Rosemary Wright is based in United States, United States, United States while working with Whitwell & Co., LLC.
What companies has Rosemary Wright worked for?
Rosemary Wright has worked for Whitwell & Co., Llc, Cpaplus Network, Wells Fargo Private Bank, and Wachovia Corp.
How can I contact Rosemary Wright?
You can use AeroLeads to view verified contact signals for Rosemary Wright at Whitwell & Co., LLC, including work email, phone, and LinkedIn data when available.
What schools did Rosemary Wright attend?
Rosemary Wright holds Bachelor Of Science - Bs, Marketing from Virginia Commonwealth University.
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