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Rosemary Nixon

Founder at Encore Palm Beach County
Intro Book
Executive coach and financial planner with expertise in strategic planning, leadership development, and retirement planning.
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Location
Boca Raton, Florida, United States, US
Skills
  • Public Speaking
  • Strategic Financial Planning
  • Strategic Planning
  • Leadership Development
  • Financial Planning
  • Show all
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Bio

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Rosemary Nixon is a seasoned executive coach, financial planner, and nonprofit professional with extensive experience in strategic planning, leadership development, and retirement planning. She has founded and led several organizations, including Encore Palm Beach County, and has worked as a financial advisor and executive director at various institutions. With a Master's degree in Finance and Organizational Behavior and a Bachelor's degree in Political Science and Government, she brings a unique blend of business acumen and public administration expertise to her work.

Credentials

  • Certified Retirement Coach
    Retirement Options
    Apr, 2012
    - Jun, 2026

Experience

  • Encore Palm Beach County
    • Delray Beach, Florida
    • Founder
      • Aug 2015 - Present
      • Delray Beach, Florida

      Encore Palm Beach County is a nonprofit focused on connecting over-50 adults to new work, paid and volunteer, and other resources to help them live a healthy and fulfilling life.

  • Create Your Best Retirement
    • Delray Beach, Fl.
    • Owner
      • Sep 2008 - Present
      • Delray Beach, Fl.

      I use diagnostic tools created by Dr. Richard Johnson of Retirement Options to determine attitudes and readiness for retirement of individuals and couples with whom I work. We then develop an action plan to help them to create new careers in retirement, decide where to relocate, develop new inte...

  • Evershore Financial Group
    • Boca Raton, Fl.
    • Financial Advisor
      • Sep 2009 - Apr 2012
      • Boca Raton, Fl.

      Focused on annuities to provide lifetime retirement income and estate planning with life insurance.

  • Ameriprise Financial Services, Inc.
    • Boca Raton, Fl.
    • Financial Advisor
      • Sep 1996 - Sep 2008
      • Boca Raton, Fl.

      Developed financial strategies for individuals in the areas of retirement, estate and college planning. Implemented strategies to reach goals with mutual funds, annuities, life, disability, and long term care insurance.

  • Union Trust
    • Hartord, Conn.
    • Vice President Commercial Banking
      • 1983 - 1988
      • Hartord, Conn.

      Business development and lending to middle market companies

  • Colonial Bank
    • Hartford, Connecticut, United States
    • V.P. Commercial Lending
      • 1979 - 1983
      • Hartford, Connecticut, United States
  • YWCA
    • Hartford, Connecticut, United States
    • Executive Director
      • 1974 - 1979
      • Hartford, Connecticut, United States
  • Retired Senior Volunteer Program
    • Hartford, Connecticut, United States
    • Executive Director
      • 1970 - 1974
      • Hartford, Connecticut, United States

Education

  • MBA, University of Hartford
  • Northeastern University
  • Northeastern University

Suggested Services

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