Rosemary Timoney, CFP®

Senior Vice President

With over fifteen years of experience in financial services, Rosemary is a valued asset to the advisory team and a key resource for clients. She is a diligent and dedicated advocate for each client, ensuring their wealth planning needs are prioritized and that each client benefits from all that the firm has to offer.

Rosemary relishes the challenge of helping clients formulate their own unique goals. She has extensive financial planning experience working with high-net-worth families, collaborating with in-house and external experts to provide clients with the best information and solutions available to meet their specific needs. Her colleagues in the office rely on her for her humor and wisdom.

Prior to joining predecessor firm GM Advisory Group, Rosemary was a Private Client Advisor at J.P. Morgan Chase and spent eight years at Bernstein Global Wealth Management, where she served as a Private Client Senior Associate and a Training Manager.

Rosemary lives in Westhampton with her partner, Todd. She proudly takes advantage of all the great things the south fork of Long Island has to offer – she grows fruits, vegetables, and flowers and enjoys evenings around the firepit with family and friends.

Previous Experience

  • Senior Client Relationship Manager at GM Advisory Group
  • Private Client Advisor at J.P. Morgan – Chase Private Client
  • AVP / Training Manager at AllianceBernstein
  • AVP / Talent Manager at AllianceBernstein
  • Senior Private Client Associate at Bernstein Global Wealth Management

Education & Credentials

  • Certified Financial Planner (CFP®)
  • BS, Cornell University, Human Development

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.