Stacey Rosenson, CFP®
Senior Vice President
Stacey joined the firm in 2018 and serves as an Advisor in our New York office. She works with clients to develop, implement, and oversee solutions that integrate investment, insurance, retirement, and tax planning into a comprehensive strategy.
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.
