Rosemarie has been meeting her clients’ financial planning needs for over 30 years. She has been described by her clients as a skilled professional who is always proactive and serving their best interests. Client’s value her kindness, caring, and fierce loyalty and the trust that has been built over the years through her effective stewardship of their accounts. Rosemarie pays close attention to the details of the financial planning process but also to the important details of her clients’ lives. This has a big impact in establishing strong and long-term relationships that are at the core of Rosemarie’s practice. These partnerships, which many clients consider friendships, enable Rosemarie to tailor a financial plan with the right balance for meeting clients’ present needs and achieving future goals.
Rosemarie has been chosen by her peers as one of the top advisors in the region and was listed as one of DC’s Best Financial Advisors in 2016 & 2018 by the Washingtonian. Rosemarie holds the professional designation of Certified Financial Planner®, holding this designation for two decades, and has obtained the Retirement Income Certified Professional® designation along with the Series 6, 7 and 63 securities licenses and multiple life and health insurance licenses. Over her career she has been the recipient of numerous prestigious awards, which include being a member of Woodbury’s Eagle Circle for 2019, 2020 and 2021 where Woodbury Financial Services recognizes top performance and the Capital One Investing Summit Award. Prior to her affiliation with Woodbury Financial, she was a financial advisor for Capital One Investing. Rosemarie began her advisory career with Ameriprise, a company that pioneered comprehensive, integrated financial planning.
Rosemarie lives in Clarksville, Maryland where she and her husband raised two children. In her free time she enjoys tennis in a block time she has organized for over 10 years. She also enjoys being out on the trail running with her close friends, reading great books (many often recommended by clients), discovering new restaurants between DC and Baltimore and her latest adventure, exploring the shores of Delaware.
The Woodbury Financial Services Eagle Circle Award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.
Washingtonian - Top Wealth Advisors (2016, 2018) The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors select are those who received the most recommendations from their peers. Portfolio performance is not a factor.
The Capital One Investing Summit Award is granted by Capital One Investing. It is an internal Capital One bank and investments award for exceeding expectations in numerous Key Performance Indicators (KPI) metrics. Nominations and business reviews determine the recipients based on total KPI score. Awards were granted for attaining all KPI and represented 5-10 of the total FP’s (150+) within the organization for exceeding expectations.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.