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.
Rosey 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 a predecessor firm, Rosey 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.
Rosey 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 a predecessor firm, Rosey 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
