Rob Rosa Email & Phone Number
Sr. Vice President and Wealth Management and Financial Advisor at AMP Wealth Management Group. @ Janney Montgomery Scott LLC
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Rob Rosa Location
- Miami, FL, US
Rob Rosa Work
- 2019 - now Sr. Vice President and Wealth Management and Financial Advisor at AMP Wealth Management Group. @
- 2009 - 2019 First Vice President-Investment Officer at Ernst, Rosa Group. @
- 2001 - 2009 Vice President-Senior Financial Advisor at Ernst, Rosa Group. @
- 1989 - 2001 Vice President-Financial Advisor @
Rob Rosa Education
- Saint Leo University
Bachelor of Arts (Business Administration)
Rob Rosa Skills
- 401k Rollovers
- Asset Allocation
- Estate Investment Planning
- Financial Services
- Fixed-Income Strategies
- Investment Planning
- Investment Strategies
- Retirement
- Retirement Planning
- Specific Products (e.g., Mutual Funds, Bonds, Variable & Fixed Annuities)
- Wealth-Preservation Planning
- Multigenerational Wealth Planning
- Investments
- Finance
- Mutual Funds
- Securities
- Wealth Preservation Planning
- Bonds
- Portfolio Management
- Strategic Planning
- Variable And Fixed Annuities
- Fixed Income Strategies
- Customer Service
- Specific Products E.G
- Wealth Management
- Investment Advisory
- Specific Products
Rob Rosa Summary
- Rob Rosa, based in Miami, FL, US, is currently a Sr. Vice President and Wealth Management and Financial Advisor at AMP Wealth Management Group. at Janney Montgomery Scott LLC. Rob Rosa brings experience from previous roles at Wells Fargo Advisors, Merrill Lynch and UBS. Rob Rosa holds a Bachelor of Arts in Business Administration @ Saint Leo University. With a robust skill set that includes 401k Rollovers, Asset Allocation, Estate Investment Planning, Financial Services, Fixed-Income Strategies and more. Rob Rosa has 2 emails on RocketReach.
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