Rosemary Wright, CFP®

Senior Wealth Planner at Whitwell & Co., LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex

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Bio

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Credentials

  • Certified Financial Planner
    Certified Financial Planner Board of Standards
    May, 2000
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    May, 2000
    - Nov, 2024

Experience

  • Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives |
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Planner
      • 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. Show less

  • CPAPLUS NETWORK
    • United States
    • Accounting
    • 1 - 100 Employee
    • Member
      • Jan 2021 - Present

  • Wells Fargo Private Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • SR Wealth Planning Strategist
      • 2005 - May 2018

  • Wachovia Corp
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Mar 2000 - Nov 2005

Education

  • Virginia Commonwealth University
    Bachelor of Science - BS, Marketing

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